Colby Dotson
CFP®Professional Summary
Colby Dotson, CFP®, who also goes by Colby Dotson, Colby L Dotson, is a registered financial advisor currently at BOYD WEALTH MANAGEMENT, LLC located in Sacramento, California. Colby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Colby has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Colby Dotson, Colby L Dotson
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
BOYD WEALTH MANAGEMENT, LLC
Contact Information
Main Address
1545 River Park Drive Suite 202, Sacramento, CA 95815Phone Number
(916) 367-0532# of Employees
6SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
494AUM (Assets Under Management)
$409,801,993Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BOYD WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(12/18/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Colby Dotson's CRS (Customer Relationship Summary).
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