David Dodson is a ChFC-designated registered investment advisor at Global Assets Advisory, LLC, based in Orlando, FL, with 30 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,376 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GAA's investment advisory fees are based on a percentage of the value of your portfolio, up to 3.00% annually. The exact fee is negotiated between you and your advisor. The fee may be paid monthly or quarterly, in advance or after services are provided. In addition to GAA's fee, you may pay transaction fees and internal management fees on mutual funds and exchange-traded funds.
Location
111 North Orange Avenue, Suite 1000, Orlando, FL, 32801
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Regulatory History (3)
Regulatory
March 2024Employment Separation After Allegations
June 2022Criminal
December 1984Other 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.
Employment History
Current Registrations
Global Assets Advisory, LLC
International Assets Investment Management, LLC
Previous Registrations
International Assets Advisory, LLCBroker
J.P. Morgan Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Suntrust Securities, INC.
Suntrust Securities, INC.Broker
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
Corporate Securities Group, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.