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John Kevin Dolan

PHH INVESTMENTS, LTD.·ADDISON, Texas
Unclaimed Profile
15725 N. DALLAS PARKWAY, ADDISON, TX 75001CRD# 1535765Firm CRD# 108203
01

About

John Kevin Dolan is a registered financial advisor based in ADDISON, Texas, affiliated with PHH INVESTMENTS, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PHH INVESTMENTS, LTD.
RAA
AUM
$2.6B
Regulatory assets under management
Employees
94
Total firm employees
View all advisors at PHH INVESTMENTS, LTD. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: CSSA/SERVICE AGREEMENT
Regulatory
SEC/IARD CRD# 1535765
Firm CRD# 108203
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Kevin Dolan offer?
John Kevin Dolan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ADDISON, Texas for a consultation.
What are John Kevin Dolan's credentials?
John Kevin Dolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Kevin Dolan located?
John Kevin Dolan is based in ADDISON, Texas, working with PHH INVESTMENTS, LTD.. Their office serves clients in the ADDISON metropolitan area and surrounding communities.
How does John Kevin Dolan charge for services?
John Kevin Dolan's firm is compensated through percentage of aum, other: cssa/service agreement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHH INVESTMENTS, LTD.?
PHH INVESTMENTS, LTD. has approximately 94 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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