Heather Doerr (CRD# 7021094) is an Investment Advisor Representative working at Hale & Doerr Wealth Management LLC in Gulf Breeze, FL and has over 5 years of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hale & Doerr Wealth Management LLC | Gulf Breeze, FL | Apr 2019 - Current | 5 |
| Hale And Doerr LLC | Gulf Breeze, FL | Jan 2018 - Current | 6 |
| Doerr Enterprises LLC | Gulf Breeze, FL | Aug 2017 - Current | 6 |
| Hd Vest Advisory Services | Gulf Breeze, FL | Jan 2019 - May 2019 | < 1 |
| Era | Missoula, MT | Jan 2009 - Dec 2018 | 9 |
| Studer Entertainment | Pensacola, FL | Jan 2016 - Jul 2017 | 1 |
| Bodacious Olive | Pensacola, FL | Jan 2016 - Jul 2017 | 1 |
| Unemployed | Pensacola, FL | Jan 2015 - Jan 2016 | 1 |
| University Of West Florida | Pensacola, FL | Jan 2013 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- AL
- FL
- TX
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts100ACCOUNTS
-
Average Account Value$243,246
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, FL, TX
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