Values First Advisors
41yrs
Top advisor by experience in Johnson City
28yrs
Based in Johnson City, Tennessee, Thomas Dotson is a financial advisor with 28 years of industry experience. Thomas has been with Wells Fargo Advisors since 2008; before that, Thomas spent six years at A. G. Edwards & Sons. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience28 years (since 1998)
How that compares ?Top 17% by experience in Johnson City
Office203 Broyles Dr Suite 200, Johnson City, TN 37601
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2008 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2002 – 2008A. G. Edwards & Sons, Inc.Previously
Questions to ask Thomas
Tailored to Thomas’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
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About Thomas
How do I contact Thomas?
Call Wells Fargo Advisors at 314-875-3000 and ask for Thomas Dotson. Thomas works from the Johnson City, TN office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 1998, about 28 years. Top 17% by experience in Johnson City.
What licenses does Thomas hold?
Series 63. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Thomas paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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