Doris Ann Dollar-Kuretich

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → Present
  Lpl Financial Llc
  Garden Ridge, TX

Previous Registrations

• 1995-10-31 → 2014-03-25
  Ameriprise Financial Services, Llc
  Garden Ridge, TX
  Mexico, MO
  Columbia, MO
  Mexico, MO

Other Businesses

1. 03/21/2014-DOLLAR WEALTH MANAGEMENT/DBA ONLY/GARDEN RIDGE, TX 2. 03/21/2014-DOLLAR ACCOUNTING/TAX PREP / ACCOUNTING / BOOKKEEPING/CPA/GARDEN RIDGE,TX 3. 03/21/2014-DAD INVESTMENTS, LLC/FOR ACCOUNTING PURPOSES ONLY/TAX ENTITY FOR ACCOUNTING PURPOSES ONLY/99%/ GARDEN RIDGE, TX 4. 12/16/2015 * NO BUSINESS NAME * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 12/08/2015 * 10 HRS/MO NOT DURING SECS TRDG HRS. 5. 11/11/2019 - No business name - Investment related - At reported business location(s) - Non-Variable Insurance - start date:10/30/2019 - 1 hr/mo - 0 hrs during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-11-11

Other Names

• Doris Dollar
• Doris Ann Dollarkuretich