Barbara Doty (CRD# 1013886) is an Investment Advisor Representative working at Majority Asset Management, Inc. in Sag Harbor, NY and has over 34 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4288358
Commonwealth Financial Network
CRD# 5005616
Wynkoop LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Majority Asset Management, Inc. | Sag Harbor, NY | Mar 2020 - Current | 4 |
Majority Asset Management, Inc. | Easton, NH | Aug 2019 - Mar 2020 | < 1 |
Majority Asset Management, Inc. | Sag Harbor, NY | Aug 2009 - Aug 2019 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1989 |
S65 | NASAA Investment Advisors Law Examination | Jan 1990 |
- NH
- NY
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$976,529
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MD, NH, NY
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