Margaret Dolan, financial advisor Tukwila WA

Margaret Dolan

CRD Number: 6864803
Current Firm: Lpl Financial LLC

Margaret Dolan (CRD# 6864803) is an Investment Advisor Representative working at Lpl Financial LLC in Tukwila, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Tukwila, WA Sep 2017 - Current 4
Becu Tukwila, WA Sep 2016 - Current 5
Dupaco Community Credit Union Dubuque, IA Jun 2014 - Jul 2016 2
Mason Dixon Saloon Dubuque, IA Jan 2013 - Jul 2016 3
Clarke University Dubuque, IA Aug 2012 - Dec 2012 < 1
First Central State Bank Dewitt, IA Jul 2011 - Aug 2012 1
Central-dewitt School District Dewitt, IA Aug 2007 - May 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Margaret E. Dolan
Phone Number: 704-733-3300
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, WY

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