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Brad A Dobson

Best Invest

San Antonio, TX

CRD 5735900

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Employer firm

Best Invest CRD 297599

$296M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Best Invest

16118 Via Shavano Suite 100, San Antonio, TX 78249 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-07-09
  • TX RA
    APPROVED
    Since 2018-07-09

Branch Locations

16118 Via Shavano Suite 100, San Antonio, TX 78249 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kercheville & Company San Antonio TX 11/2009 07/2018
Kercheville Advisors Llc San Antonio TX 11/2013 07/2018
Best Invest San Antonio TX 07/2018 03/2021
Best Invest San Antonio TX 03/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-20
S63 Uniform Securities Agent State Law Examination 2010-05-28
  • S66 Uniform Combined State Law Examination
    2013-09-20
  • S63 Uniform Securities Agent State Law Examination
    2010-05-28
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
1900 WEALTH
ROCKEFELLER FINANCIAL LLC

Nearby Investors

Daniel W Lasater
ABIGAIL CLAUDIO-JACKSON
RYAN MCCLEARY

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX

More in San Antonio, TX

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