Dorothy Tennant
Advisor at Johnson Bixby
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Johnson Bixby
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Vancouver, WA 98660
Credentials
Series 63, Series 65
Industry experience
< 1 year
Dorothy Tennant is a financial advisor at Johnson Bixby in Vancouver, WA, holding Series 63 and Series 65 licenses. She has been with Johnson Bixby since 2023 and previously worked at Focus Point Solutions and The Ivy School. Tennant has no industry experience prior to 2014 and does not hold professional designations beyond her securities licenses. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management alongside financial planning and consulting. The firm employs a multi-faceted investment approach emphasizing asset allocation, fixed-income management, and ongoing portfolio monitoring.
Flat fees for financial planning and consulting up to $10,000.
Representatives may receive commissions for securities sales through Private Client Services, LLC; normal and customary commissions apply.
Hourly fees for financial planning and consulting up to $500.
Recurring fees for financial planning and consulting up to $20,000 annually.
Fee-only: Financial planning and consulting fees charged on an hourly, flat, or recurring fee basis; hourly fees up to $500, flat fees up to $10,000, recurring fees up to $20,000 annually.
275 West Third Street, Suite 600
Vancouver, WA 98660
Washington
Johnson Bixby
2023 - Present (3 years)
Focus Point Solutions
2019 - 2023 (4 years)
The Ivy School
2018 - 2019 (1 year)
Unemployed
2017 - 2018 (1 year)
Focus Point Solutions
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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