Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Lee Dorr is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets. Donald Lee Dorr has been in the financial industry since September 19, 2003. He is currently registered with FINRA, the Securities and Exchange Commission, and the state of New York. Donald Lee Dorr is also registered as an Investment Advisor Representative in the state of New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
05/18/2022 - Present
LPL Financial LLC (ALBANY NY)
NY
06/25/2015 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Niskayuna NY)
NY
04/01/2010 - 06/02/2015
WELLS FARGO ADVISORS, LLC (JOHNSTOWN NY)
NY
10/30/2003 - 03/23/2010
CUNA BROKERAGE SERVICES, INC. (SCHENECTADY NY)
NY
08/21/2003 - 10/29/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 10/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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