Michael Dobbins (CRD# 5496589) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tahlequah, OK and has over 16 years of experience in the finance industry.
CRD# 1857299
Lpl Financial LLC
CRD# 3174550
Edward Jones
CRD# 4181847
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Tahlequah, OK | Mar 2020 - Current | 4 |
| Bank Of Cherokee County | Tahlequah, OK | Jan 2008 - Current | 16 |
| Ameriprise Financial Services, Inc. | Tahlequah, OK | Aug 2018 - Mar 2020 | 1 |
| Investment Professionals Inc. | San Antonio, TX | Aug 2012 - Aug 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
- OK
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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