Dolphin Financial Group

Dolphin Financial Group (CRD# 170160) is a financial advisory firm headquartered in Clearwater, FL. They manage $1,169 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $1,169
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

FL, NY

Financial Advisors at Dolphin Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
Daniel J. Wendol
CRD#: 4893262
2451 Mcmullen Booth Road, Suite 310, Clearwater, FL 33759
93
Wealthminder
score

Daniel Wendol (CRD# 4893262) is an Investment Advisor Representative working at Dolphin Financial Group in Clearwater, FL and has over 8 years of experience in the finance industry.

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