DemondDawkins- Financial Advisor Wylie, TX

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About Demond Dawkins

At the Jal Dennis Group, our clients are looking for a financial steward - an experienced advisor who will partner with them and serve as their advocate and guide on the path to pursuing their goals. Our focus is on long-term planning, not securities transactions. Our planning process is collaborative and requires your input every step of the way to ensure your goals and interests remain front and center.

As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial independence on your terms.

See Disclosures

General Information

Firm Start Year

2008

No. of Employees

CRD#

6755866

Firm CRD#

4376904

Insurance License#

2203266

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

AR, CA, CO, GA, HI, IN, NV, OK, TX, UT, VA, WA, WV, WI, WY

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management

Compliance

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AAMS^®

Securities Licenses

Series 6, Series 63, Series 65

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity

Firm Information

Firm's Number of Clients

2648

Assets Managed by Firm

$200,000,000.00

Advisor's Number of Clients

Assets Managed by Advisor

$20,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Commissions

Fee % Based on Assets

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Education

Bachelor of Science - Business Administration

University of Texas at Dallas
08/1994 -05/1996

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. (hyperlink FINRA & SIPC) The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Paladin Research Report For:

Demond Dawkins

LPL Financial LLC