Kurt Dorr (CRD# 2279895) is an Investment Advisor Representative working at Water Valley Investment Advisors, Inc. in Naperville, IL and has over 31 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Performance Trust Capital Partners, LLC | Chicago, IL | Mar 2011 - Current | 13 |
| Wateralley Investment Advisors | Naperville, IL | Jan 1998 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1992 |
| S65 | NASAA Investment Advisors Law Examination | May 1998 |
- TX
-
Total Assets Under Management125MILLIONS
-
Total Number of Accounts451ACCOUNTS
-
Average Account Value$278,204
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, IA, IL, NE, TX
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