Charles Doran (CRD# 5165351) is an Investment Advisor Representative working at Prometheus Investment Advisors LLC in Greenwich, CT and has over 16 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prometheus Investment Advisors LLC | Greenwich, CT | Jan 2018 - Current | 6 |
| Questar Capital Corporation | Minneapolis, MN | May 2015 - Current | 9 |
| Questar Asset Management | Minneapolis, MN | May 2015 - Current | 9 |
| Parkland Securities | Ann Arbor, MI | Aug 2014 - May 2015 | < 1 |
| Sammons Securities Company LLC | Ann Arbor, MI | Mar 2009 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- CO
- CT
- LA
- ME
- TX
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts68ACCOUNTS
-
Average Account Value$316,817
- 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
- Selection of other advisers (including private fund managers)
CO, CT, LA, ME, TX
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