Charlene Dolan
Charlene Dolan is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Amesbury, MA, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Amesbury, MA
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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
Charlene sells fixed insurance, dedicating minimal time to this activity. She also presents ethical will workshops, gives public speaking presentations, and is a bank corporator for The Newburyport Five Cents Savings Bank and River Run Bancorp.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Provident Financial Advisors
Commonwealth Financial NetworkBroker
Scudder Investor Services, INC.Broker
Scudder Investor Services, INC.Broker
Putnam Mutual Funds CORP.Broker
State Registrations13 states
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