John Norman Doiron

Cl Wealth Management LLC

18 Years of Experience

4 DisclosuresBroker

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management

Cl Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

44 advisors

Number of Clients

2,073 clients

Average Client Portfolio

$303K average

Assets Under Management

$628.7M

Fee Structure

Minimum Investment:$25K

Location

Lanexa, VA

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History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2024

Settled

Customer Dispute

November 2023

Settled

Customer Dispute

August 2023

Settled

Customer Dispute

September 2022

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

John is the full-time, 100% owner of Doiron Wealth Management LLC, a financial advising business, since 2007.

Employment History

Current Registrations

Cabot Lodge Securities LLCBroker

June 2013 - Present · 12 yrs 8 mos

Cl Wealth Management LLC

May 2012 - Present · 13 yrs 9 mos

Previous Registrations

Allied Beacon Partners, INC.Broker

February 2011 - June 2013 · 2 yrs 4 mos

Qa3 Financial CORP.Broker

April 2007 - February 2011 · 3 yrs 10 mos

State Registrations22 states

AKAZCADCDEFLGAHIILKYMAMDMENCNJNVNYOHSCTXVAWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.