Timothy Dawson

Financial Advisor
Independent Franchise Owner Network
Alternative Investments, Asset Management, Financial Planning, Mutual Funds, Retirement Planning, Stocks and Bonds, Wealth Management

Biography

Timothy Dawson is a Financial Advisor for Wedbush Securities in Estes Park. Having had an interest in economics from a young age, he entered the industry in 1993 and formerly worked at Kirkpatrick Pettis before moving to Wedbush in 2000.

As an independent financial advisor, Timothy provides tailored fixed income solutions for his clients.

Providing phenomenal client support and service is Timothy’s number one priority and he is proud to work for a firm that allows him the freedom and independence to serve the best interests of his clients. Timothy works with each client to discuss any changes based on your current needs. Having this frequent face to face interaction allows him to gain a better understanding of your fixed income requirements and create a custom plan to help you work toward achieving your goals.

Born in Williamsburg, IA, Timothy currently resides in Estes Park, CO and Atlantic, IA. He obtained his Bachelor’s degree from Drake University and in his free time enjoys tennis, skiing, hiking, and being in the mountains.

Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

  • Open a Wedbush NEXT spend account
  • Set and manage savings goals
  • Access curated automated investing portfolios

     

To get started, use your mobile phone to scan the QR Code. If you’re already on your phone, just tap the Code!

About Wedbush

Since our founding in 1955, Wedbush has been a leader in the financial services industry providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.

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The background of this firm and investment professionals may be found on FINRA’s BrokerCheck

Wedbush Financial Advisors and Independent Contractors may only conduct business with the residents of the states and/or jurisdictions for which they are properly registered.

Wedbush is an affiliate of Qapital, a fintech company. Advisory services associated with Wedbush Next Powered by Qapital are provided by Qapital Invest, LLC (“Qapital Invest”) an SEC-registered investment advisor and affiliate of Wedbush. Sales representatives associated with Wedbush Securities Inc. may receive compensation for referrals to Qapital and/or Qapital Invest. 

Securities and Investment Advisory services are offered through Wedbush Securities, Inc. Member NYSE/FINRA/SIPC.

Third party entities named are not associated with Wedbush Securities.

Investment professionals may only conduct business and provide recommendations with residents of the states for which they are properly licensed. You can check the registration and background of an investment professional and their firm.

Please refer to FINRA’s BrokerCheck website for this information: FINRA’s BrokerCheck. 

Fixed income securities are subject to increased loss of principal during periods of rising interest rates and are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by contacting your Wedbush Financial Advisor and/or Registered Representative. Past performance is never a guarantee of future returns.

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