Donald O. Dority
NARROW PATH FINANCIAL
Fort Collins, CO
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CRD#: 6406610
Professional summary
Donald O'brien Dority, CFP® is a registered financial advisor currently at NARROW PATH FINANCIAL INC. located in Fort Collins, Colorado.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Donald has worked at 1 firm .
Question & Answer
What are your service offerings?
Small Business Planning
Tax Planning
Investment Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Hourly
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
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.
NAME OF BUSINESS: DORITY AND ASSOCIATES, LLC
INVESTMENT RELATED:YES
ADDRESS: 5313 N COUNTY RD 11, FORT COLLINS, CO 80524
NATURE OF BUSINESS:PUBLIC ACCOUNTING
POSITION/TITLE:PRINCIPAL
START DATE:11/2004
HOURS/MONTH:86
SECURITIES HOURS/MONTH:86
DESCRIPTION:BOOKKEEPING, PAYROLL AND TAX RETURNS
NAME OF BUSINESS: LAKE HOUSE ENTERPRISES, LLC
INVESTMENT RELATED:NO
ADDRESS: 5313 N COUNTY RD 11, FORT COLLINS, CO 80524
NATURE OF BUSINESS:LANDSCAPING
POSITION/TITLE:PRINCIPAL
START DATE:05/2013
HOURS/MONTH:10
SECURITIES HOURS/MONTH:00
DESCRIPTION:PAYROLL, BOOKKEEPING, TAX RETURNS, STRATEGIC DIRECTION
CRS (Client Relationship Summary) - RIA
Click below to view Donald O'brien Dority'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: 2015
Experience
Current
November 7, 2014 - Present
NARROW PATH FINANCIAL INC.
RIA
CRD#: 173480
Fort Collins, 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
Colorado(11/7/2014)
IAR
Texas(10/2/2024)
Exams
Current Firm
NARROW PATH FINANCIAL INC.
NARROW PATH FINANCIAL INC.
CRD#: 173480 / SEC#:
Colorado
Registered Investment Advisory firm - (11/7/2014 Approved)Texas
Registered Investment Advisory firm - (9/23/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Fort Collins, CO
Mailing Address
Phone number
(970) 219-0936
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 350 |
| AUM (Assets Under Management) | $ 53,079,040 |
Red Flags
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