Dolman Vineyard (CRD# 5516897) is an Investment Advisor Representative working at Vinity in Scottsdale, AZ and has over 15 years of experience in the finance industry. Dolman Vineyard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vinity Financial Group, LLC | Scottsdale, AZ | Jun 2019 - Current | 4 |
| Sharpepoint, LLC | Phoenix, AZ | Jan 2018 - Jun 2019 | 1 |
| Lpl Financial LLC | Phoenix, AZ | Oct 2012 - Jan 2018 | 5 |
| Private Advisor Group, LLC | Morristown, NJ | Oct 2012 - Jan 2018 | 5 |
| U S Army National Guard | Phoenix, AZ | May 2007 - May 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
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- AZ
- TX
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Total Assets Under Management61MILLIONS
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Total Number of Accounts405ACCOUNTS
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Average Account Value$149,813
- 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
- Educational seminars/workshops
AZ, TX
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