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Philip Melvin Dorr

Investment Adviser Representative at WATER VALLEY INVESTMENT ADVISORS, INC.

Naperville, ILCRD #1467676Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
2 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Philip Melvin Dorr has worked in the securities industry since 2001. They are registered to provide investment advisory services in Iowa and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
IowaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/17/2001
Series 63
Uniform Securities Agent State Law Examination
Passed 8/25/1988
Series 7
General Securities Representative Examination
Passed 3/15/1986

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $1,000,0001.00%
$1,000,001 - $2,000,0000.75%
$2,000,001 and up0.50%
Source

Water Valley Investment Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WATER VALLEY INVESTMENT ADVISORS, INC.Current
5/18/2001Naperville, IL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WATER VALLEY INVESTMENT ADVISORS, INC.

2 other advisors in the directory

View WATER VALLEY INVESTMENT ADVISORS, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Philip Melvin Dorr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Philip Melvin Dorr - Financial Advisor in Naperville, IL | AdvisorFinder