John Dore, financial advisor Baton Rouge LA
98 score

John Dore

CRD Number: 3093221
Current Firm: Geneos Wealth Management, Inc.

John Elliot Dore (CRD# 3093221) is an Investment Advisor Representative working at Altus Wealth Management, Inc. in Crowley, LA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Altus Wealth Management LLC Crowley, LA Apr 2012 - Current 4
Smh Capital Advisors Inc. Houston, TX Mar 2004 - Current 12
Sanders Morris Harris Inc. Houston, TX Jan 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Mar 2004
Contact Info for John E. Dore
By the Numbers
  • Total Assets Under Management
    2,024
    MILLIONS
  • Total Number of Accounts
    10,968
    ACCOUNTS
  • Average Account Value
    $184,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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