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Dustin Dodge

17 Years of Experience
Glen Allen, VA
May Earn Commission

Dustin Dodge is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Glen Allen, VA, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

10900 Nuckols Road, Suite 275, Glen Allen, VA, 23060

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Edelman Financial Engines
November 2018 - November 2024 · 6 yrs
Ef Legacy Securities, LLCBroker
April 2016 - October 2019 · 3 yrs 6 mos
Edelman Financial Services, LLC
February 2013 - November 2018 · 5 yrs 9 mos
Sanders Morris Harris LLCBroker
February 2013 - April 2016 · 3 yrs 2 mos
LPL Financial LLC
April 2011 - November 2012 · 1 yr 7 mos
LPL Financial LLCBroker
November 2008 - November 2012 · 4 yrs
State Registrations1 state
VA
Advisor

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
No exam information available for this advisor.
Dustin Dodge - Financial Advisor | TrueAdvisor