David Matthew Doll

Employer firm

Sequent Asset Management, LLC CRD 148194

$1.06B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2008 → Present
  Sequent Asset Management, Llc
  Houston, TX
• 12/2011 → Present
  L.E. Jones Company
  Menominee, MI

Other Businesses

OWNER OF MADSEN WATERS, LLC - PERSONAL FAMILY INVESTMENT ENTITY (STATE OF TEXAS) OWNER AND DIRECTOR OF LE JONES - VALVE SEAT MANUFACTURING FIRM (STATE OF MICHIGAN. TIME SPENT - 5-10 HOURS SPENT PER WEEK.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-08-07