Dolores Dorsett (CRD# 6556258) is an Investment Advisor Representative working at Safe Harbor Financial Advisors, LLC in Occoquan, VA and has over 8 years of experience in the finance industry. Dolores Dorsett 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# 4092356
David Wealth Management, LLC
CRD# 5969842
Reframe Wealth, LLC
CRD# 6876059
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Safe Harbor Financial Advisors, LLC | Occoquan, VA | Sep 2015 - Current | 8 |
| Safe Harbor Financial Advisors, LLC | Occoquan, VA | Jan 2015 - Sep 2015 | < 1 |
| Georgetown University | Washington, DC | Sep 2014 - May 2015 | < 1 |
| Student | Alexandria, VA | Apr 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- VA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
RI, VA
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