Christopher
Dorsett
Seamount Financial Group Inc
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About this Advisor
Christopher Dorsett is a certified financial planner operating out of Colorado Springs, Colorado with a total of 24 years of industry experience. Dorsett currently works for Seamount Financial Group Inc. Throughout their career, they have worked at Seamount Financial Group, Inc, Grove Point Investments, LLC and Dorsett Wealth Management, LLC. Dorsett has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in California, Colorado and Texas. Seamount Financial Group Inc is an advisory firm that has its headquarters in Colorado Springs, CO. It has offices in three locations and a total of 10 advisors. It oversees $529 million in assets across its 1,512 client accounts, making it one of the larger firms in the United States by assets under management. Of its 1,512 accounts, 28% are held by high-net-worth investors who have more than $1 million in assets available to invest. Seamount Financial Group Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees vary depending on which service is offered. However, fees billed by Seamount Financial Group Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seamount Financial Group Inc Brokerage Details
$528,739,485
10
1,512
$349,695
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Christopher Dorsett Work History
Christopher has been registered as a financial advisor for 24 years.*
Dorsett Wealth Management, LLC
Grove Point Investments, LLC
Seamount Financial Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Dorsett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seamount Financial Group Inc
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Orange, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
