Jeremy Doran (CRD# 5962488) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 12 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2022 - Current | 1 |
| The Patriot Financial Group | Westborough, MA | Feb 2021 - Current | 3 |
| Ivy Wealth Advisors | West Warwick, RI | Sep 2018 - Current | 5 |
| Securities America, Inc. | West Warwick, RI | Jun 2018 - Dec 2022 | 4 |
| The Patriot Financial Group | West Warwick, MA | Aug 2014 - Feb 2021 | 6 |
| Lpl Financial, LLC | Warwick, RI | Nov 2012 - Jun 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- RI
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Total Assets Under Management2,119MILLIONS
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Total Number of Accounts6,607ACCOUNTS
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Average Account Value$320,780
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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