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Dustin Mitchell Dorhout

PHILIP JAMES WEALTH MANAGEMENT, LLC·MILTON, Georgia
Series 65Clean record7 years registeredPHILIP JAMES WEALTH MANAGEMENT, LLC
13680 HIGHWAY 9, MILTON, GA 30004CRD# 6695802Firm CRD# 297517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dustin Mitchell Dorhout · MILTON, GA
Registration
CRD #6695802 · PHILIP JAMES WEALTH MANAGEMENT, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

PGI WEALTH MANAGEMENT
Jan 2022 – present
WEALTHPLAN INVESTMENT MANAGEMENT LLC
Jun 2021 – Dec 2021
OMAHA, NE
CLS INVESTMENTS, LLC
Sep 2018 – Jul 2019
OMAHA, NE
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 27, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PHILIP JAMES WEALTH MANAGEMENT, LLC
CRD 297517 · SEC 801-119808
AUM
$934M
Regulatory assets under management
Employees
8
1,636 client accounts
Services offered by PHILIP JAMES WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PHILIP JAMES WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Dustin Mitchell Dorhout offer?
Dustin Mitchell Dorhout specializes in Financial Planning, Investment Management. Contact their office in MILTON, Georgia for a consultation.
What are Dustin Mitchell Dorhout's credentials?
Dustin Mitchell Dorhout is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dustin Mitchell Dorhout located?
Dustin Mitchell Dorhout is based in MILTON, Georgia, working with PHILIP JAMES WEALTH MANAGEMENT, LLC. Their office serves clients in the MILTON metropolitan area and surrounding communities.
How does Dustin Mitchell Dorhout charge for services?
Dustin Mitchell Dorhout'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 PHILIP JAMES WEALTH MANAGEMENT, LLC?
PHILIP JAMES WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $934M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PHILIP JAMES WEALTH MANAGEMENT, LLC

Todd William Mcelroy
MILTON, GA
Nicholas Ward Mcelroy
MILTON, GA

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