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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seann? Claim Your ProfileSeann Dougherty is an Investment Advisor Representative with Dougherty & Associates, LLC. Seann has been in the industry since February 2012. Seann is registered with the state of Florida and Texas. Seann has a Series 65 license. Seann Dougherty specializes in providing financial planning and portfolio management services for individuals. Dougherty & Associates, LLC is a Registered Investment Advisor with offices in Spring Hill, FL. The firm offers a variety of services, including financial planning, portfolio management, and educational seminars. The firm manages approximately $88.5 million in assets for individuals, high net worth individuals, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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FL
07/27/2021 - Present
Dougherty & Associates, LLC (SPRING HILL FL)
IA
Issued 07/01/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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