Doralee G. Coehoorn
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Doralee Grace Coehoorn, CFP®, who also goes by Dora Grace Coehoorn, Doralee Grace Meyer, was a registered financial professional .
Doralee is a previously registered financial professional and started their career in finance in 2008. Doralee had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 23, 2021 - November 1, 2023
WELLACRE GLOBAL WEALTH ADVISORS
May 20, 2019 - December 9, 2021
PARK PIEDMONT ADVISORS LLC
June 25, 2014 - April 10, 2017
ASSOCIATED INVESTMENT SERVICES, INC.
June 25, 2014 - April 10, 2017
ASSOCIATED INVESTMENT SERVICES, INC.
June 25, 2012 - June 18, 2014
WOODBURY FINANCIAL SERVICES, INC.
June 25, 2012 - June 18, 2014
WOODBURY FINANCIAL SERVICES, INC.
July 25, 2008 - September 16, 2010
MML INVESTORS SERVICES, LLC
June 27, 2008 - September 16, 2010
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
WELLACRE GLOBAL WEALTH ADVISORS
CRD#: 306770 / SEC#: 801-135444
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 235 |
| AUM (Assets Under Management) | $ 100,995,708 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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