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Margaret Dolan

LOCALSHARES INVESTMENTS, LLC·NASHVILLE, Tennessee
Unclaimed Profile
4535 HARDING PIKE, NASHVILLE, TN 37205CRD# 6837555Firm CRD# 167944
01

About

Margaret Dolan is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with LOCALSHARES INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
LOCALSHARES INVESTMENTS, LLC
LOCALSHARES INVESTMENTS
AUM
$8M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LOCALSHARES INVESTMENTS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6837555
Firm CRD# 167944
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margaret Dolan offer?
Margaret Dolan specializes in Investment Management, Fee-Only Advisory. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Margaret Dolan's credentials?
Margaret Dolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Dolan located?
Margaret Dolan is based in NASHVILLE, Tennessee, working with LOCALSHARES INVESTMENTS, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Margaret Dolan charge for services?
Margaret Dolan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOCALSHARES INVESTMENTS, LLC?
LOCALSHARES INVESTMENTS, LLC has approximately 2 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Tennessee
MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)
City Guides
MEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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