David Alan Dodson
Investment adviser representative at Hampton Rock Wealth Management
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$192.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Hampton Rock Wealth ManagementJul 2024 to now
- Oppenheimer & Co.Sep 2018 to Jul 2024
- Bb&t Securities, LLCJan 2018 to Sep 2018
- Bb&t BankJun 2016 to Sep 2018
- Bb&t Investment Services, Inc.Jun 2016 to Sep 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Hampton Rock Wealth Management
Legal name: Hampton Rock Wealth Management I, LLC
$192.4MAssets managed
56Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3167369
- Firm CRD
- 331682