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Carrie Louise Dolan

LC ADVISORS, LLC·SAN FRANCISCO, California
Series 7, Series 27LC ADVISORS, LLC
71 STEVENSON ST, SAN FRANCISCO, CA 94105-2985CRD# 4577384Firm CRD# 155460

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carrie Louise Dolan · SAN FRANCISCO, CA
Registration
CRD #4577384 · LC ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 27
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
LENDINGCLUB ASSET MANAGEMENT, LLC
CRD 155460 · SEC 801-71989
AUM
$107M
Regulatory assets under management
Employees
16
115 client accounts
Services offered by LENDINGCLUB ASSET MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at LENDINGCLUB ASSET MANAGEMENT, LLC →
Introduction

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04

Frequently Asked Questions

What services does Carrie Louise Dolan offer?
Carrie Louise Dolan specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Carrie Louise Dolan's credentials?
Carrie Louise Dolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carrie Louise Dolan located?
Carrie Louise Dolan is based in SAN FRANCISCO, California, working with LC ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Carrie Louise Dolan charge for services?
Carrie Louise Dolan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LC ADVISORS, LLC?
LC ADVISORS, LLC has approximately 16 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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