Unclaimed Profile

Lori Anne Canfield

DORMAN FINANCIAL MANAGEMENT, P.A.·MAITLAND, Florida

SIE, Series 4, Series 7, Series 9, Series 10, Series 24, Series 53, Series 63, Series 66Clean record10 years registeredDORMAN FINANCIAL MANAGEMENT, P.A.

341 N. MAITLAND AVENUE, MAITLAND, FL 32751CRD# 2326003Firm CRD# 136881

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lori Anne Canfield · MAITLAND, FL

Registration

CRD #2326003 · DORMAN FINANCIAL MANAGEMENT, P.A. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DORMAN FINANCIAL MANAGEMENT, P.A.

MORGAN STANLEY

Oct 2015 – Jan 2026

Winter Park, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 10

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · October 30, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DORMAN FINANCIAL MANAGEMENT, P.A.

CRD 136881 · SEC 801-66938

AUM

$145M

Regulatory assets under management

Employees

787 client accounts

Services offered by DORMAN FINANCIAL MANAGEMENT, P.A.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DORMAN FINANCIAL MANAGEMENT, P.A. →

Introduction

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Frequently Asked Questions

What services does Lori Anne Canfield offer?

Lori Anne Canfield specializes in Financial Planning, Investment Management.

What are Lori Anne Canfield's credentials?

Lori Anne Canfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lori Anne Canfield located?

Lori Anne Canfield is based in MAITLAND, Florida, last registered with DORMAN FINANCIAL MANAGEMENT, P.A..

How does Lori Anne Canfield charge for services?

Lori Anne Canfield's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DORMAN FINANCIAL MANAGEMENT, P.A.?

DORMAN FINANCIAL MANAGEMENT, P.A. has approximately 6 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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