Dorman Financial Management, P.a.

Dorman Financial Management, P.a. (CRD# 136881) is a financial advisory firm headquartered in Maitland, FL. They manage $153,495,796 in 924 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    924
    ACCOUNTS
  • Average Account Value
    $166,121
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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, NH, NY, TN, TX

Financial Advisors at Dorman Financial Management, P.a.
Showing 1 - 3 of 3 top financial advisors.
1
Chelsea E. Arb
CRD#: 5592994
557 N. Wymore Road, Suite 201, Maitland, FL 32751

Chelsea Arb (CRD# 5592994) is an Investment Advisor Representative working at Dorman Financial Management, P.a. in Maitland, FL and has over 2 years of experience in the finance industry.

2
James B. Dorman
CRD#: 2842570
341 N. Maitland Avenue, Suite 340, Maitland, FL 32751

James Dorman (CRD# 2842570) is an Investment Advisor Representative working at Dorman Financial Management, P.a. in Maitland, FL and has over 24 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.

3
Lisa M. Michaelson
CRD#: 2879167
557 N. Wymore Road, Suite 201, Maitland, FL 32751

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.

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