David A. Dodson

ChFC

Global Assets Advisory, LLC

30 Years of Experience

3 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Global Assets Advisory, LLC

Compensation

Fee-Only (AUM)

Firm Size

25 advisors

Number of Clients

1,376 clients

Average Client Portfolio

$246K average

Assets Under Management

$338.1M

Fee Structure

Minimum Investment:$50K

Location

111 North Orange Avenue, Suite 1000, Orlando, FL, 32801

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

March 2024

Final

Employment Separation After Allegations

June 2022

Criminal

December 1984

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

David is the founder and managing member of G2 Rampart Consulting, LLC, a private label entity for his financial business. He dedicates about a quarter of his time to this activity, earning commissions and fees.