Dolly Suarez (CRD# 7474309) is an Investment Advisor Representative working at Commonwealth Financial Network in Warrenton, VA and has 1 year of experience in the finance industry. Dolly Suarez 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# 4680182
Preston Wealth Advisors, LLC
CRD# 2371031
Northwest Financial Advisors LLC
CRD# 2595682
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Handford Financial Strategies | Warrenton, VA | Jan 2024 - Current | < 1 |
| Commonwealth Financial Network | Waltham, MA | Jan 2024 - Current | < 1 |
| Handford Financial Strategies | Warrenton, VA | Nov 2021 - Jan 2024 | 2 |
| Updegrove, Mcdaniel, Mcmullen & Chiccehitto Plc | Warrenton, VA | Jul 2017 - Apr 2022 | 4 |
| The Fauquier Bank | Warrenton, VA | Oct 2015 - Jun 2017 | 1 |
| Culpeper Health And Rehab | Culpeper, VA | Nov 2014 - Oct 2015 | < 1 |
| Union First Market Bank | Ruther Glen, VA | Apr 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2023 |
- VA
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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