Brad A Dobson
Investment adviser representative at Best Invest
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$296.4MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Best InvestJul 2018 to now
- Kercheville Advisors LLCNov 2013 to Jul 2018
- Kercheville & CompanyNov 2009 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Best Invest
Legal name: Fearless Solutions LLC
$296.4MAssets managed
672Clients
3Advisers
8 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
- 5735900
- Firm CRD
- 297599