Demond Dawkins

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About Demond Dawkins

Demond Dawkins was in the banking industry for 25 years prior to transitioning to the financial services industry in 2017. He holds a Bachelor of Science in Business Administration from the University of Texas at Dallas (UTD). He began his banking career while being a full-time student and working as a part-time bank teller. After graduating, Demond continued his career in banking where he held a variety of positions such as Branch Manager, Bank President, Commercial Lender, Marketing Manager, and Community Development Officer, to name a few. At The Jal Dennis Group, Demond serves as a Financial Advisor and as the Medicare and Social Security specialist. Demond currently holds a series 6, 63, and 65 registrations with LPL Financial. Demond also holds the Accredited Asset Management Specialist and the Certified Kingdom Advisor designations. Demond is very active in the community of Wylie, TX. He has served as an advisory board member for the Wylie Education Foundation, current Board Member of the Wylie Economic Development Corporation, former treasurer of the Wylie Advocates for Senior Activities (WASA), and serves as a Pastor of the Macedonia Missionary Baptist Church in Fate, TX. Demond has been married to his wife Renea for 24 years and they have 3 sons.

See Disclosures

General Information

Firm Start Year

2008

No. of Employees

CRD#

6755866

Firm CRD#

4376904

Insurance License#

2203266

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

AR, CA, CO, GA, HI, IN, NV, OK, TX, UT, VA, WA, WV, WI, WY

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management

Compliance

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AAMS^®

Securities Licenses

Series 6, Series 63, Series 65

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity

Firm Information

Firm's Number of Clients

2648

Assets Managed by Firm

$200,000,000.00

Advisor's Number of Clients

Assets Managed by Advisor

$20,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Commissions

Fee % Based on Assets

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Education

Bachelor of Science - Business Administration

University of Texas at Dallas
08/1994 -05/1996

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

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Paladin Research Report For:

LPL Financial LLC