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Dawn Christina Pedicord

PEDICORD WEALTH MANAGEMENT, LLC·ROCKLIN, California
SIE, Series 6, Series 63, Series 65CFPClean record23 years registeredPEDICORD WEALTH MANAGEMENT, LLC
6520 LONETREE BLVD, ROCKLIN, CA 95765CRD# 3193741Firm CRD# 314931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dawn Christina Pedicord · ROCKLIN, CA
Registration
CRD #3193741 · PEDICORD WEALTH MANAGEMENT, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

PEDICORD WEALTH MANAGEMENT, LLC
Aug 2021 – present
FOORD, VAN BRUGGEN & PAJAK FINANCIAL SERVICES
Nov 2002 – Dec 2021
SACRAMENTO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · November 5, 2002
Years registered · 23
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PEDICORD WEALTH MANAGEMENT, LLC
CRD 314931 · SEC 801-121740
AUM
$97M
Regulatory assets under management
Employees
2
188 client accounts
Services offered by PEDICORD WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at PEDICORD WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Dawn Christina Pedicord offer?
Dawn Christina Pedicord specializes in Financial Planning, Investment Management. Contact their office in ROCKLIN, California for a consultation.
What are Dawn Christina Pedicord's credentials?
Dawn Christina Pedicord holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Dawn Christina Pedicord located?
Dawn Christina Pedicord is based in ROCKLIN, California, working with PEDICORD WEALTH MANAGEMENT, LLC. Their office serves clients in the ROCKLIN metropolitan area and surrounding communities.
How does Dawn Christina Pedicord charge for services?
Dawn Christina Pedicord's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEDICORD WEALTH MANAGEMENT, LLC?
PEDICORD WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $97M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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