Unclaimed Profile

Mark Tomas Dodson

CYPRESS CAPITAL ADVISORS, LLC·FRANKLIN, Tennessee

Series 7, Series 63Clean record22 years registeredCYPRESS CAPITAL ADVISORS, LLC

436 MAIN ST., FRANKLIN, TN 37064CRD# 3173377Firm CRD# 288944

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Tomas Dodson · FRANKLIN, TN

Registration

CRD #3173377 · CYPRESS CAPITAL ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

CYPRESS CAPITAL, LLC

Jun 2014 – present

HAYS ADVISORY, LLC

Jun 2004 – Dec 2018

FRANKLIN, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · June 17, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CYPRESS CAPITAL ADVISORS, LLC

CRD 288944 · SEC 801-110818

AUM

$324M

Regulatory assets under management

Employees

1,378 client accounts

Services offered by CYPRESS CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CYPRESS CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Tomas Dodson offer?

Mark Tomas Dodson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRANKLIN, Tennessee for a consultation.

What are Mark Tomas Dodson's credentials?

Mark Tomas Dodson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Tomas Dodson located?

Mark Tomas Dodson is based in FRANKLIN, Tennessee, working with CYPRESS CAPITAL ADVISORS, LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.

How does Mark Tomas Dodson charge for services?

Mark Tomas Dodson'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 CYPRESS CAPITAL ADVISORS, LLC?

CYPRESS CAPITAL ADVISORS, LLC has approximately 6 employees and manages $324M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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