David Dotson
David Dotson is a registered investment advisor at Planmember Securities Corporation, based in Tacoma, WA, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
10209 Bridgeport Way SW, Suite D10, Tacoma, WA, 98499
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an agent for Northwest Advisor Group, providing marketing services, securities, and insurance sales, dedicating nearly full-time hours to this. He also sells insurance (life, annuity, Medicare Advantage & supplemental health) and is a managing member of Symbiol LLC, which converts wood waste to biofuel, and refers business clients to CPA firms.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Cetera Advisors LLCBroker
Pacific West Securities, INC.Broker
Great American Advisors, INC.Broker
Pmg Securities CorporationBroker
Shelgren Financial Group, INC.
Investors Brokerage Services, INC.Broker
Interpacific Investors Services, INC.Broker
Royal Alliance Associates, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.