Angela D. Dorsey
DORSEY WEALTH MANAGEMENT
Torrance, CA 90503
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CRD#: 5967957
Professional summary
Angela Delmas Dorsey, CFP®, who also goes by Angela Delmas Jackson, is a registered financial advisor currently at DORSEY WEALTH MANAGEMENT, LLC located in Torrance, California.
Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Angela has worked at 2 firms and has passed the Series 65 exam.
Biography
In all our dealings with our clients, we pledge to be:
Holistic in outlook. We will consider all of your circumstances, family needs, goals, values, and
aspirations when making recommendations.
Professional in conduct. We will protect your privacy. We will strive to maintain the highest ethical standards possible in our work and life. We will continually enhance our skills and credentials through continuing education, and we will refer you to other professionals when you need help in an area outside our expertise.
Educational in nature. We will guide you through your options and explain them clearly to help you make the best choices. We will always take the time to make sure you understand our advice.
Independent in compensation. We will never sell you a product or service other than holistic financial planning nor will we take a commission or a referral fee from another professional. You will receive objective, unbiased advice from us.
Committed to your success. Holistic financial planning is a process, not an event, and we commit to adjusting your plan as your life goals change.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Tax Planning
Comprehensive Financial Planni...
Retirement Income Management
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Angela Delmas Jackson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Angela Delmas Dorsey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
November 1, 2011 - Present
DORSEY WEALTH MANAGEMENT, LLC
Office #1: 21250 Hawthorne Blvd., Suite 500, Torrance, CA 90503RIA
CRD#: 158752
Torrance, CA
Past
August 16, 2017 - November 29, 2017
FINANCIALPLANNING4ME, LLC
RIA
CRD#: 289079
Buena Vista, CO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(11/1/2011)
IAR
Texas(3/28/2018)
Current Firm
DORSEY WEALTH MANAGEMENT, LLC
DORSEY WEALTH MANAGEMENT, LLC
CRD#: 158752 / SEC#:
California
Registered Investment Advisory firm - (11/1/2011 Approved)Texas
Registered Investment Advisory firm - (3/22/2018 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
21250 Hawthorne Blvd., Suite 500, Torrance, CA 90503
Mailing Address
Phone number
(310) 370-7776
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 140 |
| AUM (Assets Under Management) | $ 46,890,413 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
