Erica L. Dore
Professional summary
Erica Lynn Dore, who also goes by Erika L Doke, Erica L Dore, Erica Dore, is a registered financial advisor currently at GDS WEALTH MANAGEMENT located in Flower Mound, Texas.
Erica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Erica has worked at 7 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Erica Lynn Dore's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 27, 2021 - Present
GDS WEALTH MANAGEMENT
Office #1: 2910 Lakeside Village Blvd, Flower Mound, TX 75022December 8, 2017 - October 19, 2021
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
December 8, 2017 - October 19, 2021
RAYMOND JAMES FINANCIAL SERVICES, INC.
September 10, 2014 - December 12, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 14, 2014 - December 12, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 30, 2010 - May 8, 2014
RAYMOND JAMES & ASSOCIATES, INC.
June 1, 2009 - August 9, 2010
MORGAN STANLEY
October 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
Primary Firm SEC Registration
GDS WEALTH MANAGEMENT
CRD#: 315934 / SEC#: 801-122391
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/27/2021)
Exams
Current Firm
GDS WEALTH MANAGEMENT
CRD#: 315934 / SEC#: 801-122391
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,420 |
| AUM (Assets Under Management) | $ 1,281,897,626 |
Red Flags
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