Deborah Sue Dorman

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2013 → Present
  Equity Services Inc
  Montpelier, VT
• 04/2013 → Present
  National Financial Services Group
  Hartwell, GA

Other Businesses

*DEBBIE DORMAN. 119 LYNHART DRIVE,HARTWELL,GA,30643. JAN 2017. INV REL. REFERRING BUSINESS OWNERS AND INDIVIDUALS WHO ARE SEEKING HEALTH INSURANCE. AGENT. REFERRING CLIENTS TO ASSOCIATE FOR HEALTH INSURANCE. LESS THAN 1 HR/WEEK. DURING TRADE HRS *TRUOAK FINANCIAL PARTNERS LLC. 119 LYNHART DRIVE,HARTWELL,GA,30643. ONGOING. INV REL. 02/2026. DBA FOR INSURANCE BUSINESS. AGENT. INS SALES OF NATIONAL LIFE, LSW, AND OTHER INS PRODUCTS. DURING TRADE HRS. *DEBBIE DORMAN. 119 LYNHART DRIVE,HARTWELL,GA,30643. DEC 2019. INV REL. FIXED INS SALES. AGENT. SALE OF FIXED PRODUCTS OTHER THAN NATIONAL LIFE. DURING TRADE HRS. *DEBBIE DORMAN. 119 LYNHART DRIVE,HARTWELL,GA,30643. NOT INV REL. MAY 2021. SPEND THE DAY/NIGHT AT INDIVIDUALS HOMES/FARMS CARING FOR HORSES AND OTHER PETS. PET SITTER. FEED/WALK PETS, CLEAN STALLS, ETC. DURING SOME TRADE HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-05
• S63 Uniform Securities Agent State Law Examination
  2005-08-11

Other Names

• Deborah Sue Dorman
• Debbie S Dorman
• Deborah Sue Dorman
• Debbie Dorman Gerlach
• Deborah Dorman Gerlach
• Debbie Dorman
• Deborah Dorman Gerlach
• Deborah D Gerlach
• Deborah Dorman Gerlach