Jeremy DoranCRD Number: 5962488
Current Firm: The Patriot Financial Group, LLC
Jeremy Doran (CRD# 5962488) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Warwick, RI and has over 5 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Financial Independence, LLC
First Financial Advisory Services Inc.
|The Patriot Financial Group, LLC||Southborough, MA||Aug 2014 - Current||2|
|Lpl Financial, LLC||Warwick, RI||Nov 2012 - Current||4|
|Morgan Stanley Smith Barney||Providence, RI||Jul 2011 - Sep 2012||1|
|Doran Graphics, Inc.||Warwick, RI||Dec 2003 - Jul 2011||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management114MILLIONS
Total Number of Accounts980ACCOUNTS
Average Account Value$115,918
- 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
- Pension consulting services
CT, LA, MA, ME, NH, RI, TX