American Wealth Management
47yrs
Top advisor by experience in Alpharetta
29yrs
Ray Daniel Dotson
Financial advisor at Cambridge Investment Research Advisors
At a glance
Experience29 years (since 1998)
How that compares ?Top 18% by experience in Alpharetta
Office314 Maxwell Rd., Suite 500, Alpharetta, GA 30009
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2008 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2003 – 2007Peachtree Planning Advisors, Inc.Previously
Questions to ask Ray
Tailored to Ray’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ray
How do I contact Ray?
Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Ray Daniel Dotson. Ray works from the Alpharetta, GA office.
How long has Ray been a financial advisor?
Ray has been in the industry since 1998, about 29 years. Top 18% by experience in Alpharetta.
What licenses does Ray hold?
Series 63. Tap any license on this page to see what it allows.
Is Ray a fiduciary?
Ray is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Ray paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Ray for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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