Skip to content

Leah Irene Woodly

Investment adviser representative at Dorval & Chorne Financial Advisors
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$373.9MFirm assets

Are you Leah Irene Woodly? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

8 years in the industry.

  1. Dorval & Chorne Financial AdvisorsSep 2022 to now
  2. Advisornet Wealth ManagementSep 2022 to Sep 2023
  3. JacobsJan 2017 to Nov 2023
  4. Greater Mt. Calvary Holy ChurchJan 2015 to Jan 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (MD).

Dorval & Chorne Financial Advisors

Legal name: Dorval Corporation

$373.9MAssets managed
663Clients
4Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6350825
Firm CRD
309512
Advisor's SEC record (opens in a new tab)
CallContact this firm