Erica
Dore

Gds Wealth Management

CRD#4808086
Investment Advisor
in Flower Mound, TX

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About this Advisor

Erica Dore is a financial advisor based in Flower Mound, Texas, working with Gds Wealth Management. Erica has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, One Way Holdings LLC D/B/A Gds Wealth Management, and Merrill Lynch, Pierce, Fenner & Smith Inc. Erica has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Erica is part of Gds Wealth Management, which operates out of Flower Mound, Texas. The firm has 12 employees and manages assets totaling $891.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Gds Wealth Management includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2910 Lakeside Village Blvd
Flower Mound, TX 75022

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Gds Wealth Management Brokerage Details

Total Assets Under Management

$891,704,184

TX Average: $3,042,739,679
Total Number of Employees

12

TX Average: 49
Total Number of Accounts

2,641

TX Average: 2,315
Average Account Size

$337,639

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Erica Dore Work History

2021 - Present (3 years)

One Way Holdings LLC D/B/A Gds Wealth Management

2017 - 2021 (4 years)

Raymond James Financial Services, Inc

2017 - 2021 (4 years)

Raymond James Financial Services Advisors Inc

2014 - 2017 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Please visit the SEC profile of Erica Dore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gds Wealth Management

Daniel Amador
Flower Mound, TX
Erica Dore
Flower Mound, TX
Jordan Kast
Flower Mound, TX
Alex Schremmer
Flower Mound, TX
Annie Adkison
Flower Mound, TX
Andrew Schmuhl
Flower Mound, TX
Jordan Stefanov
Flower Mound, TX
Sebastian Carrillo
Flower Mound, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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