Adrian Fernando Dodds

Commonwealth Financial Network

19 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingInvestment Management

Commonwealth Financial Network

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

3151 advisors

Number of Clients

399,450 clients

Average Client Portfolio

$525K average

Assets Under Management

$209.7B

Fee Structure

Minimum Investment:$1K

Location

5915 Silver Springs Bldg #4, El Paso, TX, 79912

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2011

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Adrian sells fixed insurance products, dedicating about 10-20% of his time to this activity. He is also a co-owner of Dodds Wealth Management Group, LLC, which facilitates securities, advisory, and insurance business, and occupies all of Adrian's time.