Dorman Financial Management, P.A.

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Client Survey

About Us

  • Wealth Systems & Services
  • Our Team
  • Contact Us
  • Jim Dorman
  • DFM In The Community
  • Client Center
  • Lifestyles Newsletter
  • Good News
  • Company Events
  • Client Survey
  • Featured Links
  • Tell A Friend
Contact Us

341 N. Maitland Avenue Suite 250
Maitland, FL 32751

Phone: (407) 774-6815
Fax: (407)645-1484

admin @dormanfinancial.com
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Securities offered through Mutual Service Corporation. Mutual Service Corporation and LPL Financial are affiliated companies and are members of FINRA/SIPC.  Investment Advisory services offer through Dorman Financial Management, P.A. Dorman Financial Management, P.A. is not affiliated with Mutual Service Corporation or LPL Financial.  Representatives of Mutual Service Corporation do not offer tax or legal advice.  Consult your tax or legal professional for all related matters. 

 

Before proceeding further, please be advised that at present, James B. Dorman, Jr. CPA/PFS, CFP® is registered to offer securities to residents of  CA, CO, FL, GA, LA, NC, NY, PA, SC, TN, VA and WI. James B. Dorman, Jr. CPA/PFS, CFP is registered to provide investment advisory services in FL.

 

James B. Dorman, Jr., CPA/PFS, CFP® holds Series #7, #24, #63, and #65 registrations.