Dollie Beddingfield Halford

Employer firm

Forvis Mazars Wealth Advisors, LLC CRD 110905

$12.0B regulatory AUM 113 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → 05/2022
  Dixon Hughes Wealth Advisors Llc
  Asheville, NC
• 06/2022 → 05/2024
  Forvis Wealth Advisors Llc
  Hendersonville, NC
• 06/2024 → Present
  Forvis Mazars Wealth Advisors Llc
  Hendersonville, NC

Previous Registrations

• 2017-01-03 → 2022-08-24
  Dixon Hughes Goodman Wealth Advisors Llc
  Hendersonville, NC
• 2007-11-30 → 2016-12-31
  Dixon Hughes Goodman Wealth Advisors Llc
  Asheville, NC
• 2006-07-20 → 2007-11-14
  Uvest Financial Services Group, Inc.
  Hendersonville, NC
  Hendersonville, NC

Other Businesses

VICE PRESIDENT OF NC APPLE FESTIVAL. DEVOTE 1-2 HOURS AND EARN NO COMPENSATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-18
• S63 Uniform Securities Agent State Law Examination
  2005-01-21

Designations

• Certified Financial Planner

Other Names

• Dollie Ann Beddingfield
• Dollie Beddingfield Smith
• Dollie Beddingfield Smith-Feldmeth