Kate DorseyCRD Number: 5974857
Current Firm: Nfp Advisor Services, LLC
Kate Dorsey (CRD# 5974857) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Lutherville-Timonium, MD and has over 5 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
Oxford Planning Group, LLC
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||1|
|Berman Mcaleer, LLC||Timonium, MD||Feb 2016 - Current||1|
|Nfp Securities, Inc.||Austin, TX||Mar 2016 - Apr 2016||< 1|
|Morgan Stanley||Baltimore, MD||Nov 2013 - Feb 2016||2|
|Pnc Investments||Lutherville, MD||Sep 2012 - Nov 2013||1|
|Unemployed||Upperco, MD||Apr 2012 - Sep 2012||< 1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Hunt Valley, MD||Aug 2011 - Apr 2012||< 1|
|Jan Berlage||Monkton, MD||Apr 2011 - Aug 2011||< 1|
|Jemicy School||Owings Mills, MD||Nov 2009 - Jun 2011||1|
|Jesse Wongs Kitchen||Hunt Valley, MD||Apr 2010 - Mar 2011||< 1|
|Altamira Fine Art||Jackson, WY||Jul 2009 - Nov 2009||< 1|
|Unemployed||Bulter, MD||Apr 2009 - Jul 2009||< 1|
|Teton Village Sports||Teton Village, WY||Nov 2008 - Apr 2009||< 1|
|Mountain Trails Gallery||Jackson, WY||Jun 2008 - Oct 2008||< 1|
|Dover Saddlery||Sparks Glencoe, MD||Sep 2007 - Jun 2008||< 1|
|Unemployed||Butler, MD||Jul 2007 - Sep 2007||< 1|
|University Of Glasgow/chrisites Ed||London,||Sep 2006 - Jul 2007||< 1|
|Margret Lynch||Reisterstown, MD||Sep 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management12,254MILLIONS
Total Number of Accounts54,412ACCOUNTS
Average Account Value$225,208
- 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
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.