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).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $624,169
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, NJ, NY, PA, VA

Financial Advisors at Dolan Financial Corp
Showing 1 - 2 of 2 top financial advisors.
1
John F. Dolan
CRD#: 1001834
8455 Colesville Road, Suite 710, Silver Spring, MD 20910
96
Wealthminder
score

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.

2
John P. Jones
CRD#: 1471160
8455 Colesville Road, Suite 710, Silver Spring, MD 20910
93
Wealthminder
score

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.

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