Colton Dooley (CRD# 6511035) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Meridian, MS and has over 2 years of experience in the finance industry.
CRD# 6556052
Edward Jones
CRD# 6633795
Edward Jones
CRD# 2735390
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Meridian, MS | Sep 2021 - Current | 2 |
| Citizens National Bank | Meridian, MS | Nov 2016 - Aug 2021 | 4 |
| Citizens National Bank | Meridian, MS | Jun 2015 - Oct 2016 | 1 |
| Absolute Storage Management | Memphis, TN | Aug 2014 - May 2015 | < 1 |
| Mississippi State University | Starkville, MS | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- MS
-
Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
-
Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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