Dawson Bennett Moses
Investment adviser representative at 49 Financial
15 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Oakwood Capital Securities, Inc.Nov 2025 to now
- 49 FinancialJul 2021 to now
- Purshe Kaplan Sterling InvestmentsJul 2021 to Jan 2024
- At&tMay 2020 to Aug 2020
- Chalk Cullum Assoc.May 2019 to Aug 2019
- Texas A&mAug 2017 to Jun 2021
- Southlake Carroll School DistrictJul 2011 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (AL).
49 Financial
Legal name: 49 Wealth Management, LLC
$1.4BAssets managed
3,839Clients
141Advisers
4 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
- 7408916
- Firm CRD
- 319484