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Vernon Dabney

11 Years of Experience
Martinsburg, WV
Broker

Vernon Dabney is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Martinsburg, WV, with 11 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5801 Williamsport Pike, Suite 300, Martinsburg, WV, 25404

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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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Other Business Activities

Vernon is the founder, financial advisor, and office manager of Forethought Wealth Management LLC. He dedicates about half of his time to this business, including time during trading hours, and employs administrative staff.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2022 - Present · 4 yrs 1 mo
Raymond James Financial Services, INC.Broker
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Edward Jones
November 2014 - June 2022 · 7 yrs 7 mos
Edward JonesBroker
September 2014 - June 2022 · 7 yrs 9 mos
State Registrations11 states
COFLLAMDNCNYORSCTXVAWV
AdvisorBrokerBoth

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.