Patrick L. Doland
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Patrick L. Doland, CFP® was a registered financial professional .
Patrick is a previously registered financial professional and started their career in finance in 1999. Patrick had worked at 3 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 5, 2019 - May 28, 2020
REASON FINANCIAL ADVISORS, LLC
January 30, 2004 - December 10, 2019
REASON FINANCIAL ADVISORS, INC.
January 11, 1999 - December 31, 2003
SUCCESSFUL FINANCIAL SOLUTIONS INC
State Registrations and Notice Filings
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Exams
Current Firm
REASON FINANCIAL ADVISORS, LLC
CRD#: 298878 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 149 |
| AUM (Assets Under Management) | $ 96,968,827 |
Red Flags
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