BD
Bradley Dorman
from Whalerock Point Partners, LLC
Bradley Dorman is a financial advisor based in Rhode Island, Providence,
with 27 years of experience. Bradley currently works for
Whalerock Point Partners, LLC.
Bradley maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Bradley Dorman works at Whalerock Point Partners, LLC
Whalerock Point Partners, LLC is a financial advisory firm based in Providence, Rhode Island. It currently has approximately $601,949,402 of assets under management and employs about 8 people. Whalerock Point Partners, LLC uses a fee structure of a percentage of assets under your management, fixed fees and consulting fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management, fixed fees and consulting fees
Office location
One Turks Head Place, Suite 1400, Providence, Rhode Island, 2903
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