Benjamin Dolan, financial advisor Charlotte NC
91 score

Benjamin Dolan

CRD Number: 6353307
Current Firm: Dolan Capital Advisors, Inc.

Benjamin Dolan (CRD# 6353307) is an Investment Advisor Representative working at Dolan Capital Advisors, Inc. in Charlotte, NC and has over 2 years of experience in the finance industry. Benjamin Dolan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Dolan Capital Advisors, LLC Charlotte, NC Jul 2015 - Current 1
Davidson Capital Corporation Davidson, NC Jun 2014 - Jun 2015 1
Bank Of America Merrill Lynch, Us Trust Charlotte, NC Jun 2010 - May 2014 3
Bank Of America Merrill Lynch , Business Capital Charlotte, NC Jul 2007 - May 2010 2
Lasallle Bank, Abn, Amro Chicago, IL Jul 2005 - Jun 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Benjamin T. Dolan
Phone Number: (704) 887-4969
Firm Website: http://www.dolanca.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $272,699
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

NC

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BADGES
91
Clean Record
This advisor has a clean track record with regulators.

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