MD
CFP
MD
CFP

Maegan Dornan

10 Years of Experience
Issaquah, WA
Broker

Maegan Dornan is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Issaquah, WA, with 10 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1700 NW Gilman Blvd., Suite 210, Issaquah, WA, 98027

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Maegan is a managing partner at Hall & Dornan Capital Partners, a financial services company. This takes about half of her time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2016 - May 2023 · 7 yrs
Wells Fargo Clearing Services, LLCBroker
March 2016 - May 2023 · 7 yrs 2 mos
State Registrations19 states
AZCACOFLGAHIIDKYMDMEMONCORSCTXUTVAWAWY
AdvisorBrokerBoth

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
No exam information available for this advisor.