Jeffrey Dore, financial advisor Los Angeles CA
96 score

Jeffrey Dore

CRD Number: 4568096
Current Firm: First Republic Investment Management, Inc.

Jeffrey Dore (CRD# 4568096) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Los Angeles, CA and has over 13 years of experience in the finance industry. Jeffrey Dore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
First Republic Securities Company, LLC Los Angeles, CA Jan 2013 - Current 3
Luminous Capital, LLC Los Angeles, CA May 2008 - Dec 2012 4
Merrill Lynch, Pierce, Fenner & Smith, Inc. Los Angeles, CA Jul 2002 - May 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S66 NASAA Uniform Combined State Law Examination Mar 2003
Contact Info for Jeffrey S. Dore
Phone Number: 415-392-1400
Firm Website: http://www.cwallc.com
Registered State(s):
  • CA
  • FL
  • CO
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    47,211
    MILLIONS
  • Total Number of Accounts
    31,062
    ACCOUNTS
  • Average Account Value
    $1,519,892
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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