Marion Dorn, financial advisor Flat Rock NC
93 score

Marion Dorn

CRD Number: 1186906
Current Firm: Eagle Strategies LLC

Marion Dorn (CRD# 1186906) is an Investment Advisor Representative working at Eagle Strategies LLC in Flat Rock, NC and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Dorn Associates Hendersonville, NC Dec 2007 - Current 9
Nylife Securities Inc. Hendersonville, NC Jul 1983 - Current 33
New York Life Insurance Co Charlotte, NC Feb 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Marion H. Dorn
Phone Number: (888) 695-3245
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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