Unclaimed Profile

Lon Terry Dolber

AMERICAN PORTFOLIOS ADVISORS. INC·HOLBROOK, New York

AMERICAN 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

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Lon Terry Dolber is a registered financial advisor based in HOLBROOK, New York, affiliated with AMERICAN PORTFOLIOS ADVISORS. INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

AMERICAN PORTFOLIOS ADVISORS. INC

AMERICAN PORTFOLIOS ADVISORS, INC

AUM

$13.1B

Regulatory assets under management

Employees

700

Total firm employees

View all advisors at AMERICAN PORTFOLIOS ADVISORS. INC →

Services

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 862635

Firm CRD# 112697

View on FINRA BrokerCheck →

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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. Contact their office in HOLBROOK, New York for a consultation.

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, working with AMERICAN PORTFOLIOS ADVISORS. INC. Their office serves clients in the HOLBROOK metropolitan area and surrounding communities.

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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