Jeremy
Doran
The Patriot Financial Group, LLC
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About this Advisor
Jeremy Doran is a financial advisor working in Westborough, Massachusetts, with 9 years of industry experience. Doran is an advisor for The Patriot Financial Group, LLC. Their career trajectory has included roles at Lpl Financial, LLC, The Patriot Financial Group, Securities America, Inc, Ivy Wealth Advisors and Cetera Financial Specialists LLC. Doran has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Rhode Island. The Patriot Financial Group, LLC is an advisory firm based in Westborough, MA. The company has offices in 36 locations and a total of 75 financial advisors. It administers $2 billion in total assets among its 5,972 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 5,972 client accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The Patriot Financial Group, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules are based on which services the firm provides the client. However, fees charged by The Patriot Financial Group, LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Patriot Financial Group, LLC Brokerage Details
$1,629,757,890
75
5,972
$272,900
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jeremy Doran Work History
Jeremy has been registered as a financial advisor for 9 years.*
Cetera Financial Specialists LLC
The Patriot Financial Group
Ivy Wealth Advisors
Securities America, Inc
The Patriot Financial Group
Lpl Financial, LLC
*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 Jeremy Doran 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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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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