Samuel Alfonso Dodson

Employer firm

Signature Financial Advisors CRD 283964

$68.1M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2002 → 12/2016
  H. Beck, Inc
  Rockville, MD
• 06/2016 → Present
  Signature Fa, Llc
  Houston, TX
• 06/2003 → 12/2016
  Ostrow Financial Group
  Houston, TX

Previous Registrations

• 2002-02-14 → 2016-12-09
  Grove Point Investments, Llc
  Houston, TX
  Houston, TX

Other Businesses

POSITION:INDEPENDENT INSURANCE BROKER. 10-20 HOURS PER WEEK. DESCRIPTION: I OFFER INDEPENDENT ANALYSIS OF INSURANCE PRODUCTS, DEVELOP INSURANCE PROPOSALS (LIFE, DISABILITY, LONG-TERM CARE) COMPARING A NUMBER OF DIFFERENT INSURANCE COMPANIES AND RECOMMEND THE INSURANCE OFFERING THAT BEST ALIGNS WITH THE CLIENT'S OBJECTIVES. THIS MAY INCLUDE THE SALE OF FEE-BASED VARIABLE ANNUITIES

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-28
• S63 Uniform Securities Agent State Law Examination
  1994-08-12