Dolan Financial Corp
Dolan Financial Corp (CRD# 104734) is a financial advisory firm headquartered in Silver Spring, MD. They manage $54,926,886 in 88 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management55MILLION
Total Number of Accounts88ACCOUNTS
Average Account Value$624,169
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MD, NJ, NY, PA, VA
John Dolan (CRD# 1001834) is an Investment Advisor Representative working at Dolan Financial Corp in Silver Spring, MD and has over 34 years of experience in the finance industry. John Dolan 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.
John Jones (CRD# 1471160) is an Investment Advisor Representative working at Dolan Financial Corp in Silver Spring, MD and has over 12 years of experience in the finance industry.