Jeffrey Dodson
Jeffrey Dodson is a registered investment advisor at Cetera Investment Advisers LLC, based in Warr Acres, OK, with 33 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5560 NW 72 St Bldg A, Warr Acres, OK, 73132
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2016Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent selling life, health, disability, annuities, and long-term care insurance since 2018. He is also a partner in Apex Financial Solutions, LLC, dedicating about a quarter of his time, and a partner in 72nd Street Property Group, LLC, spending minimal time on this activity. Additionally, Jeffrey owns a residential rental property since 2008.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Capital Analysts, IncorporatedBroker
Interfirst Capital CorporationBroker
San Clemente Securities, INC.Broker
Dominion Investor Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations7 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.
Exams
More Advisors
- Charles WallinCetera Investment Advisers LLC
- Michael Dennis, ChFCState Farm Investment Management CORP.