David Dodgen Email & Phone Number
Investment Counselor @ Fisher Investments
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David Dodgen Location
- Dallas, TX, US
David Dodgen Work
- 2018 -now Investment Counselor @
- 2016 -2018 Private Client Advisor @ JPMorgan Chase Bank, N.A.
- 2012 -2016 Wealth Advisor @
- 2011 -2012 Private Wealth Manager @
- 1997 -2011 AVP Senior Financial Advisor @
David Dodgen Education
- Baylor University
Bachelor of Arts (Psychology)
1993-1995 - Texas A&M University 1991-1993
- Lake Highlands HS 1988-1991
David Dodgen Skills
- Alternative Investments
- Financial Advisory
- Series 63
- Fixed Annuities
- Insurance
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- IRAs
- Investments
- Variable Annuities
- Finance
- Asset Allocation
- Investment Advisory
- Roth IRA
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Investment Strategies
- College Savings Plans
- Asset Management
- Long Term Care
- Wealth
- 401k Rollovers
- Term Life Insurance
- Series 65
- Series 7
- Investment Management
David Dodgen Summary
- David Dodgen, based in Dallas, TX, US, is currently a Investment Counselor at Fisher Investments. David Dodgen brings experience from previous roles at JPMorgan Chase Bank, N.A., USAA, LPL Financial and Merrill Lynch. David Dodgen holds a 1993 - 1995 Bachelor of Arts in Psychology @ Baylor University. With a robust skill set that includes Alternative Investments, Financial Advisory, Series 63, Fixed Annuities, Insurance and more. David Dodgen has 2 emails and 2 mobile phone numbers on RocketReach.
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