John Dolan (CRD# 4975738) is an Investment Advisor Representative working at Private Advisor Group, LLC in Newark, DE and has over 18 years of experience in the finance industry.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
CRD# 6691058
Vanguard Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Advisor Group, LLC | Morristown, NJ | Aug 2017 - Current | 6 |
| Lpl Financial, LLC | Newark, DE | Jul 2017 - Current | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington, DE | Jun 2005 - May 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- DE
- TX
-
Total Assets Under Management31,536MILLIONS
-
Total Number of Accounts122,156ACCOUNTS
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Average Account Value$258,160
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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