JD
James Dorman
from Dorman Financial Management, P.a.
James Dorman is a financial advisor based in Florida, Maitland,
with 28 years of experience. James currently works for
Dorman Financial Management, P.a..
James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (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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James Dorman works at Dorman Financial Management, P.a.
Dorman Financial Management, P.a. is a financial advisory firm based in Maitland, Florida. It currently has approximately $142,228,142 of assets under management and employs about 5 people. Dorman Financial Management, P.a. uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
557 N. Wymore Road, Suite 201, Maitland, Florida, 32751
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