Irfan A Dossani

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2005 → Present
  Irfan Dossani, Cpa
  Mckinney, TX
• 01/2015 → 02/2018
  Lpl Financial
  Lewisville, TX
• 01/2015 → 02/2018
  360 Wealth Management, Llc
  Dallas, TX

Previous Registrations

• 2015-01-28 → 2018-02-07
  Advisor Resource Council
  Dallas, TX
• 2015-01-09 → 2015-10-01
  Lpl Financial Llc
  Denton, TX
  Dallas, TX
• 2010-01-12 → 2015-01-14
  Ameriprise Financial Services, Llc
  Allen, TX
  Denton, TX

Exams

• S66 Uniform Combined State Law Examination
  2010-01-11