L. Dorsey is a CFA-designated registered investment advisor, based in Wilmington, DE, with 30 years of industry experience.
Location
410 Foulk Road, Ste. 200A, Wilmington, DE, 19803
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
L. is an independent insurance agent for various companies since 2003, dedicating minimal time to this activity. L. is also a Registered Representative with MSEC, LLC since 2021, an author since 2020, and involved in real estate rental and ownership, as well as being the chairman for a donor advised fund.
Employment History
Current Registrations
Mariner Wealth
Msec, LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Fcg Wealth Management, LLC
Fcg Wealth Management, LLC
Fcg Advisors, LLCBroker
Empire Financial Group, INC.Broker
Jesup & Lamont Securities CORPBroker
H.D. Vest Investment ServicesBroker
Sentinel Financial Services CompanyBroker
Sentinel Financial Services CompanyBroker
Calvert Securities CorporationBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.