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John Francis Dolan

DOLAN FINANCIAL CORP·SILVER SPRING, Maryland
Clean recordDOLAN FINANCIAL CORP
8455 COLESVILLE RD STE 710, SILVER SPRING, MD 20910-3318CRD# 1001834Firm CRD# 104734

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Francis Dolan · SILVER SPRING, MD
Registration
CRD #1001834 · DOLAN FINANCIAL CORP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Francis Dolan is a registered financial advisor based in SILVER SPRING, Maryland, affiliated with DOLAN FINANCIAL CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DOLAN FINANCIAL CORP
DOLAN FINANCIAL CORP
AUM
$49M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1001834
Firm CRD# 104734
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05

Frequently Asked Questions

What services does John Francis Dolan offer?
John Francis Dolan specializes in Financial Planning, Investment Management. Contact their office in SILVER SPRING, Maryland for a consultation.
What are John Francis Dolan's credentials?
John Francis Dolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Francis Dolan located?
John Francis Dolan is based in SILVER SPRING, Maryland, working with DOLAN FINANCIAL CORP. Their office serves clients in the SILVER SPRING metropolitan area and surrounding communities.
How does John Francis Dolan charge for services?
John Francis Dolan's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOLAN FINANCIAL CORP?
DOLAN FINANCIAL CORP has approximately 1 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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