Unclaimed
John Elliot Dore is a financial advisor with LPL Financial LLC in Crowley, Louisiana. John has been in the industry since 1998 and has held previous roles at Geneos Wealth Management, Inc., Sanders Morris Harris Inc., and IFG Network Securities, Inc.. He has a Series 7, Series 63, and Series 65 license. John is also a registered representative in Louisiana and Texas. John focuses on providing financial advice to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
11/17/2021 - Present
LPL Financial LLC (CROWLEY LA)
LA
04/27/2012 - 11/22/2021
GENEOS WEALTH MANAGEMENT, INC. (CROWLEY LA)
LA
01/02/2002 - 04/27/2012
SANDERS MORRIS HARRIS INC. (CROWLEY LA)
GA
08/26/1998 - 12/31/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
IA
Issued 03/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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