Dorman Financial Management, P.a.

Dorman Financial Management, P.a. (CRD# 136881) is a financial advisory firm headquartered in Maitland, FL. They manage $130,368,121 in 1,009 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    1,009
    ACCOUNTS
  • Average Account Value
    $129,205
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
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, LA, NC, NY, TX

Financial Advisors at Dorman Financial Management, P.a.
Showing 1 - 2 of 2 top financial advisors.
1
Lisa M. Michaelson
CRD#: 2879167
341 N. Maitland Avenue, Suite 340, Maitland, FL 32751
90
Wealthminder
score

Lisa Michaelson (CRD# 2879167) is an Investment Advisor Representative working at Dorman Financial Management, P.a. in Maitland, FL and has 1 year of experience in the finance industry. Lisa Michaelson 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
James B. Dorman
CRD#: 2842570
341 N. Maitland Avenue, Suite 340, Maitland, FL 32751
86
Wealthminder
score

James Dorman (CRD# 2842570) is an Investment Advisor Representative working at Dorman Financial Management, P.a. in Maitland, FL and has over 21 years of experience in the finance industry. James Dorman 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.