Dorrie Esposito (CRD# 6456062) is an Investment Advisor Representative working at Primerica Advisors in High Springs, FL and has over 7 years of experience in the finance industry.
CRD# 6799435
Charles Schwab & Company, Inc.
CRD# 1712429
Planmember Securities Corporation
CRD# 1836080
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City College- Gvl | Gainsville, FL | Oct 2019 - Current | 4 |
| College Of Central Florida | Ocala, FL | Jan 2019 - Current | 5 |
| Pfs Investments Inc. | High Springs, FL | Jul 2015 - Current | 8 |
| Primerica Financial Services | High Springs, FL | Dec 2014 - Current | 9 |
| Florida Gateway College | Gainesville, FL | May 2011 - Dec 2016 | 5 |
| Saint Leo University | St. Leo, FL | Aug 2008 - Dec 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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