Michael Andrew Dollins

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → 10/2017
  National Planning Corporation
  Long Beach, CA
• 10/2017 → 06/2024
  Securities America, Inc.
  Los Alamitos, CA
• 10/2017 → 06/2024
  Securities America Advisors
  Los Alamitos, CA
• 03/2019 → Present
  Arbor Point Advisors
  Los Alamitos, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Los Alamitos, CA

Previous Registrations

• 2017-10-30 → 2024-06-14
  Securities America Advisors, Inc.
  Long Beach, CA
  Los Alamitos, CA
• 2019-03-26 → 2022-09-21
  Arbor Point Advisors
  Los Alamitos, CA
• 2009-05-01 → 2017-11-03
  National Planning Corporation
  Long Beach, CA
• 2008-04-09 → 2009-12-31
  Dollins Financial Solutions, Inc.
  Long Beach, CA

Other Businesses

1. DOLLINS FINANCIAL SOLUTIONS, INC.- DBA 2. DOLLINS FINANCIAL SOLUTIONS, INC. POSITION: Owner/Advisor NATURE: Investment Advisory Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 30 START DATE: 10/30/2017 ADDRESS: 3181 Tigertail Dr., Los Alamitos CA 90720 DESCRIPTION: I manage investment portfolios for clients for a fee that are invested primarily into mutual funds and ETF's. 3. N/A POSITION: player NATURE: I am an amateur poker player INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 5 START DATE: 01/15/2006 ADDRESS: 3181 Tigertail Dr., Los Alamitos CA 90720, United States DESCRIPTION: I play poker occasionally in casinos for money.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-02-20
• S63 Uniform Securities Agent State Law Examination
  1991-01-30

Other Names

• Michael A Dollins