Kate Dorsey, financial advisor Lutherville-Timonium MD
90 score

Kate Dorsey

CRD 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 4 years of experience in the finance industry.

Similar Advisors
Brian Kuhn, financial advisor Lutherville-Timonium MD
Brian Kuhn
CRD# 4474832
Planning Solutions Group, LLC
Score
104
Similar Advisors
Nicholas Ibello, financial advisor Lutherville-Timonium MD
Nicholas A. Ibello
CRD# 5820593
Commonwealth Financial Network
Score
103
Similar Advisors
Jeffrey Judge, financial advisor Lutherville-Timonium MD
Jeffrey M. Judge
CRD# 5903701
Msi Financial Services, Inc.
Score
103
Company Name Location Dates Years
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
Contact Info for Kate S. Dorsey
Phone Number: 512-697-6000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Kate Dorsey and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.