Dolman Vineyard
Dolman Vineyard is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Scottsdale, AZ, with 18 years of industry experience. Dolman is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6263 N Scottsdale Rd, Suite 140, Scottsdale, AZ, 85250
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2019Other Business ActivitiesSells Insurance
Dolman owns D'Vine Financial, LLC for tax and investment purposes, dedicating minimal time. He also owns Vinity Insurance Group, LLC and works as an insurance broker selling various insurance products, spending about a quarter of his time on these activities. Dolman is also a partner at Vinity Legacy Group, LLC, facilitating client introductions for estate planning, spending a few hours per week.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Vinity
Sharpepoint, LLC
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations13 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.
Exams
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