Brad A. Dobson

BEST INVEST

San Antonio, TX 78249

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CRD#: 5735900

Professional summary

Brad A Dobson, AIF®, CFP® is a registered financial advisor currently at BEST INVEST located in San Antonio, Texas.

Brad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Brad has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 28 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad A Dobson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

July 9, 2018 - Present

BEST INVEST

Office #1: 16118 Via Shavano Suite 100, San Antonio, TX 78249

RIA

CRD#: 297599

San Antonio, TX

Past

February 4, 2014 - July 19, 2018

KERCHEVILLE ADVISORS LLC

RIA

CRD#: 169471

SAN ANTONIO, TX

Past

April 13, 2010 - July 18, 2018

KERCHEVILLE & COMPANY, INC.

CRD#: 15871

SAN ANTONIO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BEST INVEST

BEST INVEST | FEARLESS SOLUTIONS LLC

CRD#: 297599 / SEC#: 801-113562

RIA

Registered Investment Advisory firm - (7/5/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(7/9/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/20/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/28/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/18/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/12/2010

General Securities Representative Examination

Principal/Supervisory Exam

Series 28

Date: 11/12/2012

Introducing Broker/Dealer Financial Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/17/2011

General Securities Principal Examination

Current Firm

BEST INVEST

BEST INVEST | FEARLESS SOLUTIONS LLC

CRD#: 297599 / SEC#: 801-113562

RIA

Registered Investment Advisory firm - (7/5/2018 Approved)

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Contact information

Main Address

16118 Via Shavano Suite 100, San Antonio, TX 78249

Mailing Address

Phone number

(210) 888-2820

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEST INVEST ADV PART 2 (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,613
AUM (Assets Under Management)	$ 247,552,209

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brad A. Dobson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad A Dobson's CRS (Customer Relationship Summary).

Certified licenses

Experience

KERCHEVILLE ADVISORS LLC

KERCHEVILLE & COMPANY, INC.

Primary Firm SEC Registration

BEST INVEST

State Registrations and Notice Filings

Exams

Series 66

Date: 9/20/2013

Series 63

Date: 5/28/2010

SIE

Date: 7/18/2018

Series 7

Date: 4/12/2010

Series 28

Date: 11/12/2012

Series 24

Date: 3/17/2011

Current Firm

BEST INVEST

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEST INVEST

TRUST BUT VERIFY

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