Alan
Dorin
Osaic Wealth, Inc
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About this Advisor
Alan Dorin is a financial advisor based in Lake Oswego, Oregon, working with Osaic Wealth, Inc. Alan has previously held positions at Jl Scheider & Associates, Crosscheck, Officeteam, Mountain Mikes, Whole Food Market, Lpl Financial LLC, The Leaders Group, Inc, and Royal Alliance Associates, Inc. Alan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oregon. Currently, Alan is part of Osaic Wealth, Inc, which operates out of Lake Oswego, Oregon. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Alan Dorin Work History
Royal Alliance Associates, Inc
The Leaders Group, Inc
Jl Scheider & Associates
Crosscheck
Lpl Financial LLC
Officeteam
Mountain Mikes
Whole Food Market
Disclosures
Please visit the SEC profile of Alan Dorin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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