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Philip Melvin Dorr

WATER VALLEY INVESTMENT ADVISORS, INC.·LITTLE ELM, Texas
Series 7, Series 63, Series 65Clean record25 years registeredWATER VALLEY INVESTMENT ADVISORS, INC.
313 OAK HOLLOW WAY, LITTLE ELM, TX 75068CRD# 1467676Firm CRD# 116936

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip Melvin Dorr · LITTLE ELM, TX
Registration
CRD #1467676 · WATER VALLEY INVESTMENT ADVISORS, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

WATER VALLEY INVESTMENT ADVISORS, INC.
May 2001 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · May 18, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WATER VALLEY INVESTMENT ADVISORS, INC.
CRD 116936 · SEC 801-121860
AUM
$125M
Regulatory assets under management
Employees
3
451 client accounts
Services offered by WATER VALLEY INVESTMENT ADVISORS, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WATER VALLEY INVESTMENT ADVISORS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Philip Melvin Dorr offer?
Philip Melvin Dorr specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LITTLE ELM, Texas for a consultation.
What are Philip Melvin Dorr's credentials?
Philip Melvin Dorr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Melvin Dorr located?
Philip Melvin Dorr is based in LITTLE ELM, Texas, working with WATER VALLEY INVESTMENT ADVISORS, INC.. Their office serves clients in the LITTLE ELM metropolitan area and surrounding communities.
How does Philip Melvin Dorr charge for services?
Philip Melvin Dorr'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 WATER VALLEY INVESTMENT ADVISORS, INC.?
WATER VALLEY INVESTMENT ADVISORS, INC. has approximately 3 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WATER VALLEY INVESTMENT ADVISORS, INC.

Kurt Henry Dorr
LITTLE ELM, TX

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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