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
2430 Estancia Blvd. Suite 206, Clearwater, FL 33761
100
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.

 

As an investment advisor representative, Dan is focused on helping those retired or soon to be retired to plan for future income. He values safety and simplicity when it comes to helping others with seemingly complex situations. Dan is dually licensed as an Investment Advisor Representative and an Insurance Agent which allows him to utilize a variety of tools and strategies to assist people.

 

Host of Financially Tuned weekly radio show on the TanTalk Network in Clearwater Fl: http://www.dolphinfinancialgroup.com/financial-talk-radio-clearwater-tampa-florida.php

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