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David Alan Dodson

HAMPTON ROCK WEALTH MANAGEMENT I, LLC·DALLAS, Texas
Unclaimed Profile
100 CRESCENT CT, DALLAS, TX 75201CRD# 3167369Firm CRD# 331682
01

About

David Alan Dodson is a registered financial advisor based in DALLAS, Texas, affiliated with HAMPTON ROCK WEALTH MANAGEMENT I, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HAMPTON ROCK WEALTH MANAGEMENT I, LLC
HAMPTON ROCK WEALTH MANAGEMENT
AUM
$155M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at HAMPTON ROCK WEALTH MANAGEMENT I, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3167369
Firm CRD# 331682
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Alan Dodson offer?
David Alan Dodson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.
What are David Alan Dodson's credentials?
David Alan Dodson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Alan Dodson located?
David Alan Dodson is based in DALLAS, Texas, working with HAMPTON ROCK WEALTH MANAGEMENT I, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does David Alan Dodson charge for services?
David Alan Dodson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAMPTON ROCK WEALTH MANAGEMENT I, LLC?
HAMPTON ROCK WEALTH MANAGEMENT I, LLC has approximately 1 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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