Robert Dahl
Advisor at Gradient Securities, LLC
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 Gradient Securities, LLC
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
Peachtree City, GA 30269
Credentials
Series 66
Industry experience
6 years
Robert Dahl is a financial advisor at Gradient Securities, LLC with six years of industry experience. He holds the Series 66 designation and has worked with firms including Avantax Investment Services Inc and Prime Financial Strategies, LLC. Outside of his advisory role, he operates an Amazon store under Ultra Homes, LLC. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm combines SEC-registered advisory services with broker-dealer capabilities and frequently employs third-party managers in its investment approach.
Based on Gradient Securities, LLC
Based on Gradient Securities, LLC
Fixed fees for financial planning based on negotiated complexity and client needs
$0+: up to 2.00% annually (negotiable, maximum) $0+: up to 1.00% annually for ERISA plan services (negotiable) $0+: varies by TPM, e.g., 1.00% to 2.00% annually $0+: 1.25% annually for Gradient Investments, LLC TPM $0+: 1.95% to 2.00% annually for other TPMs
Commissions may be earned as registered representatives or insurance agents through broker-dealer activities and insurance sales
Hourly fees up to $300 per hour for limited scope financial planning services, negotiated per engagement
Fee-only: Financial planning fixed fees (negotiable based on complexity) and hourly fees up to $300/hour (negotiable)
211 Prime Point, Suite 2 E
Peachtree City, GA 30269
Georgia · Michigan · Virginia
Prime Financial Strategies, LLC
2020 - Present (6 years)
Gradient Securities, LLC
2020 - Present (6 years)
Prime Financial Solutions, LLC
2020 - Present (6 years)
Avantax Investment Services Inc
2019 - 2020 (1 year)
Prime Tax and Accounting Services LLC
2018 - Present (8 years)
Cougar Properties LLC
2014 - Present (12 years)
SunTrust Bank
2013 - 2017 (4 years)
Ultra-Homes LLC
2011 - Present (15 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.
Lawyer
They provide legal services, typically billed separately.
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.
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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