Brian Dawson
Brian Dawson is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wilmington, DE, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1013 Centre Rd, Suite 228, Wilmington, DE, 19805
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is an officer (Vice President) and part owner of Dawson Wealth Management LLC, where he also serves as branch manager and registered principal. He dedicates about half of his time to this business, overseeing and managing all aspects of its operations.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Bassett, Dawson & Foy, INC.
State Registrations24 states
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