Stephanie Dormann, financial advisor Belfair WA

Stephanie Dormann

CRD Number: 4097562
Current Firm: Primerica Advisors

Stephanie Dormann (CRD# 4097562) is an Investment Advisor Representative working at Primerica Advisors in Belfair, WA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Belfair, WA Dec 1999 - Current 24
Primerica Financial Services Belfair, WA Nov 1999 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Stephanie M. Dormann
Phone Number: 833-786-0550
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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