James Dodok (CRD# 2910833) is an Investment Advisor Representative working at Dodok Wealth And Investment Advisors LLC in Dayton, OH and has over 12 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dodok Wealth And Investment Advisors LLC | Dayton, OH | Apr 2010 - Current | 14 |
| Cymi Ltd | Vandlia, OH | Mar 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2011 |
- OH
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Total Assets Under Management11MILLIONS
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Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,668,060
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH
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