Theodore M. Doll
Professional summary
Theodore Marcel Doll, who also goes by Ted Doll, Theodore M. Doll, Theodore Doll, is a registered financial advisor currently at HEALTH & WEALTH WORKS LLC located in Henrico, Virginia.
Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Theodore has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Theodore Marcel Doll's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2021 - Present
HEALTH & WEALTH WORKS LLC
January 28, 2020 - March 6, 2020
EQUITABLE ADVISORS, LLC
February 11, 2019 - March 6, 2020
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2021)
Exams
Series 7TO
Date: 2/11/2019
General Securities Representative ExaminationCurrent Firm
HEALTH & WEALTH WORKS LLC
CRD#: 311482 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 1,120,693 |
Red Flags
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