Keith Dorson, financial advisor Chandler AZ

Keith Dorson

CRD Number: 2459564
Current Firm: Lpl Financial LLC

Keith Dorson (CRD# 2459564) is an Investment Advisor Representative working at Lpl Financial LLC in Chandler, AZ and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Wise World Investment Planning Chandler, AZ Aug 2020 - Current 3
Lpl Financial, LLC Chandler, AZ Sep 2019 - Current 4
Win Win Investment Planning, LLC Chandler, AZ Jul 1996 - Current 28
Sagepoint Financial, Inc. Chandler, AZ Jan 2009 - Sep 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1994
S65 NASAA Investment Advisors Law Examination Sep 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Keith R. Dorson
Phone Number: 704-733-3300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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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