Erica
Dore
Gds Wealth Management
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About this Advisor
Erica Dore is a financial advisor based in Flower Mound, Texas with a total of 2 years of relevant experience. Dore is currently employed by Gds Wealth Management. Throughout their career, Dore has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Raymond James And Associates, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc and Glen D. Smith & Associates. Dore holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Gds Wealth Management is a financial advisory business that has its headquarters in Flower Mound, TX. It controls $644 million in assets under management between its 2,209 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves two charitable organizations. Of its 2,209 customer accounts, 42% belong to high-net-worth individuals who have at least $1 million in assets. The firm provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually are based on which services the firm provides the client. Fee types charged by Gds Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gds Wealth Management Brokerage Details
$643,804,196
15
2,209
$291,446
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Erica Dore Work History
Erica has been registered as a financial advisor for 2 years.*
Glen D. Smith & Associates
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Raymond James And Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Flower Mound, TX
Flower Mound, TX
Flower Mound, TX
Flower Mound, TX
Flower Mound, TX
Flower Mound, TX
Flower Mound, TX
Flower Mound, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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