Unclaimed Profile

John Francis Dolan

DOLAN FINANCIAL CORP·SILVER SPRING, Maryland

Series 7, Series 63, Series 65Clean record35 years registeredDOLAN 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 · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DOLAN FINANCIAL CORP

FINANCIAL SERVICES ADVISORY

Mar 2020 – Oct 2020

ROCKVILLE, MD

DOLAN FINANCIAL CORP

Nov 1990 – Mar 2020

SILVER SPRING, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · November 6, 1990

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DOLAN FINANCIAL CORP

CRD 104734 · SEC 801-24638

AUM

$49M

Regulatory assets under management

Employees

81 client accounts

Services offered by DOLAN FINANCIAL CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DOLAN FINANCIAL CORP →

Introduction

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Frequently Asked Questions

What services does John Francis Dolan offer?

John Francis Dolan specializes in Financial Planning, Investment Management.

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, last registered with DOLAN FINANCIAL CORP.

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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