Ebony Dozier, financial advisor Montpelier VT

Ebony Dozier

CRD Number: 6422948
Current Firm: Esi Financial Advisors

Ebony Dozier (CRD# 6422948) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Equity Services Inc. Montpelier, VT Jun 2022 - Current 1
National Life Group Atlanta, GA May 2022 - Current 2
Doyenne Commercial Cleaning, LLC Conyers, GA Jul 2020 - Current 3
Transamerica Financial Advisors, Inc. Atlanta, GA Dec 2018 - Jun 2022 3
World Financial Group, Inc. Tucker, GA Nov 2017 - Jun 2022 4
Doyenne Consulting Fayetteville, GA Apr 2019 - Jul 2020 1
Western And Southern Life Norcross, GA Feb 2016 - Nov 2017 1
American General Tucker, GA Aug 2015 - Feb 2016 < 1
Aig Tucker, GA Aug 2015 - Jan 2016 < 1
Student Marietta, GA May 2015 - Aug 2015 < 1
Edward Jones Fayetteville, GA Nov 2014 - May 2015 < 1
Unemployed Riverdale, GA Jun 2014 - Dec 2014 < 1
Student Marietta, GA Jan 2012 - Nov 2014 2
Automobile Acceptance Corporation Riverdale, GA Jul 2013 - Jul 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2023
S63 Uniform Securities State Law Examination Jun 2016
Contact Info for Ebony M. Dozier
Phone Number: 800-344-7437
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    2,125
    MILLIONS
  • Total Number of Accounts
    11,558
    ACCOUNTS
  • Average Account Value
    $183,834
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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