Jeffrey Scott Dore

CFP

22 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth

Evoke Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

40 advisors

Number of Clients

946 clients

Average Client Portfolio

$29.3M average

Assets Under Management

$27.7B

Fee Structure

Location

10635 Santa Monica Blvd., Suite 240, Los Angeles, CA, 90025

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History

Regulatory History (1)

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Customer Dispute

December 2023

Denied

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Employment History

Current Registrations

Evoke Advisors

June 2019 - Present · 6 yrs 8 mos

Previous Registrations

First Republic Securities Company, LLCBroker

January 2013 - June 2019 · 6 yrs 5 mos

First Republic Investment Management, INC.

January 2013 - June 2019 · 6 yrs 5 mos

Luminous Capital, LLC

June 2008 - February 2013 · 4 yrs 8 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

March 2003 - May 2008 · 5 yrs 2 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

February 2003 - May 2008 · 5 yrs 3 mos

State Registrations2 states

CACO

Advisor

Exams

No exam information available for this advisor.