DC
Doralee Coehoorn
from Wellacre Global Wealth Advisors
Doralee Coehoorn is a financial advisor based in California, Santa Monica,
with 16 years of experience. Doralee currently works for
Wellacre Global Wealth Advisors.
Doralee maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Doralee Coehoorn works at Wellacre Global Wealth Advisors
Wellacre Global Wealth Advisors is a financial advisory firm based in Santa Monica, California. It currently has approximately $62,840,000 of assets under management and employs about 4 people. Wellacre Global Wealth Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
520 Broadway, Suite 200, Santa Monica, California, 90401
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