Wendy DoranCRD Number: 5880920
Current Firm: Private Wealth Group, LLC
Wendy Doran (CRD# 5880920) is an Investment Advisor Representative working at Private Wealth Group, LLC in Tampa, FL and has over 7 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Private Wealth Group, LLC||Tampa, FL||Dec 2006 - Current||11|
|Squire, Sanders & Dempsey LLP||Tampa, FL||Aug 2006 - Dec 2006||< 1|
|Unemployed||Tampa, FL||Jan 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2010|
Total Assets Under Management120MILLIONS
Total Number of Accounts526ACCOUNTS
Average Account Value$227,502
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, FL, NJ, NV, TX, UT