Unclaimed Profile

Lon Terry Dolber

AMERICAN PORTFOLIOS ADVISORS. INC·HOLBROOK, New York

SIE, Series 1, Series 7, Series 24, Series 63, Series 79TO, Series 99TOClean record5 years registeredAMERICAN PORTFOLIOS ADVISORS. INC

4250 VETERAN'S MEMORIAL HIGHWAY, HOLBROOK, NY 11741CRD# 862635Firm CRD# 112697

Profile Verification

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

Identity

Lon Terry Dolber · HOLBROOK, NY

Registration

CRD #862635 · AMERICAN PORTFOLIOS ADVISORS. INC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMERICAN PORTFOLIOS ADVISORS. INC

AMERICAN PORTFOLIOS ADVISORS, INC

Jul 2021 – Oct 2024

HOLBROOK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 63

Series 79TO

Series 99TO

Registration record

First registered · July 12, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICAN PORTFOLIOS ADVISORS. INC

CRD 112697 · SEC 801-61065

AUM

$13.1B

Regulatory assets under management

Employees

700

54,553 client accounts

Services offered by AMERICAN PORTFOLIOS ADVISORS. INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AMERICAN PORTFOLIOS ADVISORS. INC →

Introduction

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Frequently Asked Questions

What services does Lon Terry Dolber offer?

Lon Terry Dolber specializes in Financial Planning, Investment Management, Wealth Management.

What are Lon Terry Dolber's credentials?

Lon Terry Dolber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lon Terry Dolber located?

Lon Terry Dolber is based in HOLBROOK, New York, last registered with AMERICAN PORTFOLIOS ADVISORS. INC.

How does Lon Terry Dolber charge for services?

Lon Terry Dolber's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICAN PORTFOLIOS ADVISORS. INC?

AMERICAN PORTFOLIOS ADVISORS. INC has approximately 700 employees and manages $13.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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