Christopher Dorsett (CRD# 3042525) is an Investment Advisor Representative working at Seamount Financial Group Inc. in Colorado Springs, CO and has over 25 years of experience in the finance industry. Christopher Dorsett 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.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dorsett Wealth Management, LLC | Colorado Springs, CO | Jan 2021 - Current | 3 |
| Grove Point Investments, LLC | Rockville, MD | Oct 1999 - Current | 24 |
| Seamount Financial Group, Inc. | Colorado Springs, CO | Dec 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
- CA
- CO
- TX
-
Total Assets Under Management605MILLIONS
-
Total Number of Accounts1,546ACCOUNTS
-
Average Account Value$391,145
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, MI, NH, TX, WA
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