Leon Dorich, financial advisor The Dalles OR
93 score

Leon Dorich

CRD Number: 1255899
Current Firm: Raymond James Financial Services Advisors, Inc.

Leon Dorich (CRD# 1255899) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in The Dalles, OR and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. The Dalles, OR Jan 2009 - Current 7
Dorich Christmas Trees Hood River, OR Sep 2008 - Current 8
Llc - Support Company Dallas, OR Sep 2008 - Current 8
Raymond James Financial Services The Dalles, OR Aug 2008 - Current 8
Ubs Financial Services Inc. The Dalles, OR Aug 2006 - Aug 2008 2
Piper Jaffray Inc. The Dalles, OR Nov 1998 - Aug 2006 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Leon F. Dorich
Phone Number: 727-567-5877
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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