Nicholas Dorsett (CRD# 6719629) is an Investment Advisor Representative working at Seamount Financial Group Inc. in Colorado Springs, CO and has 1 year of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seamount Financial Group, Inc. | Colorado Springs, CO | Nov 2022 - Current | 1 |
| Grove Point Investments, LLC | Rockville, MD | Sep 2022 - Current | 1 |
| Seamount Financial Group, Inc. | Colorado Springs, CO | Jul 2022 - Current | 1 |
| Podium, Inc. | Lehi, UT | Mar 2019 - Jun 2022 | 3 |
| Qualtrics International, Inc. | Provo, UT | Jun 2017 - Mar 2019 | 1 |
| Full-time College Student | Waco, TX | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- CA
- CO
-
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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