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David Dodson

Advisor at Global Assets Advisory, LLC

Updated today
Global Assets Advisory, LLC logo

Firm

Global Assets Advisory, LLC

Location

Buford, GA 30518

Credentials

ChFC®, Series 63, Series 65

Industry experience

30 years

Client services

Portfolio management Selection of other advisers

Fee options

Fixed

Fixed fee engagements negotiated based on expected hours for financial planning and consulting services

Percentage

Up to 3.00% annually, negotiated based on factors including size of relationship and complexity, fees customized per client

Project-based

Up to $500 per hour for financial planning and consulting services

Other

Account minimum: Not stated / null

Work history

Global Assets Advisory, Llc

2022 - Present (4 years)

International Assets Investment Management, LLC

2022 - Present (4 years)

International Assets Advisory, Llc

2022 - 2023 (1 year)

JPMorgan Chase Bank NA

2017 - 2022 (5 years)

JPMorgan Securities LLC

2017 - 2022 (5 years)

Morgan Stanley Private Bank, National Association

2015 - 2017 (2 years)

Morgan Stanley Smith Barney

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Luke M

CFP®

Cumming, GA

Greenway Financial Planning, LLC

In John 16:33 Christ has stated: “I have told you these things, so that in me you may have peace. In this world, you will have trouble. But take heart! I have overcome the world.” Financial troubles will find us all. Uncertainty. Confusion about your financial future. The burden of debt. Challenges brought on by unexpected life events. The increasing costs of raising children. Saving and investing concerns. Retirement questions. And on, and on…troubles. Not knowing where to turn for simple, honest help is a concern of many folks. As Christians, we are all led by Christ to serve and to place the needs of others above our own. As a financial fiduciary, Greenway Financial Planning is bound to place the best interest of our clients ahead of our own interests. If you need some help, please reach out, and let’s start a conversation.

Student loan debt Christian Faith Based Young Families Gen X (Born 1965-1980)

Jovan J

CFP®, CPA, PFS™

Dacula, GA

Piece of Wealth Planning LLC

I am an Atlanta native and the founder and Co-Owner of Piece of Wealth Planning LLC. I have over 10 years of experience working in various accounting and financial planning roles. Piece of Wealth Planning LLC is a premier Atlanta-based CPA and Financial Planning firm serving clients across the US. My role entails providing accounting and tax services to small businesses and personal financial planning services to small business owners, medical professionals, and established professionals. I enjoy blending my passion for accounting and financial planning to help clients fulfill both their business and personal financial goals. In addition, I enjoy writing personal finance articles for Business Insider and teaching accounting courses part-time at Clark Atlanta University. When not working with clients, I can be found traveling, eating brunch, volunteering in the community, working out at the gym, or playing tennis.

Business ownership considerations Doctor or Medical Professional Founder/Business Owner Gen Y/Millennials (Born 1980-1995)

Ian C

Series 66

Dacula, GA

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing Religious/faith focused

Paul F

Series 63, Series 66

Johns Creek, GA

Fidelity

Paul Fragakis is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He began his career in financial services in 1986 as a financial adviser with Paine Webber. Over the years, he has held roles at several firms including Oppenheimer & Co, Bear Stearns, First American Capital, T3 Trading, and Merrill Lynch. His professional experience encompasses advanced financial planning, working closely with families to develop detailed financial plans and implement strategies aligned with their goals. His work focuses on helping clients pursue their financial objectives through comprehensive planning. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

General retirement planning Income planning Wealth management Cash flow / budgeting

Cornelius C

Series 63, Series 66

Duluth, GA

Merrill

Cornelius Clark is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding his clients' priorities and developing strategies to pursue their financial goals. He works with clients on a range of financial matters including general investing, retirement planning, and saving for unexpected events. Clark holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Kennesaw State University. He emphasizes ongoing advice and guidance, adapting to clients' changing needs through regular discussions about their goals and concerns.

General retirement planning Wealth management
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Stephen G

Series 66

Gainesville, GA

Merrill

Stephen Gayton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, and retirement income. Stephen holds a Bachelor's Degree from the University System of Georgia and holds the Professional Investment Advisor (PIA) designation. He emphasizes developing personalized financial strategies tailored to clients' long-term goals. Stephen is also active in his community, dedicating time to volunteer with local organizations in line with Merrill's tradition of community involvement.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Family Business
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