Douglas Hartman, financial advisor Anaheim CA
81 score

Douglas Hartman

CRD Number: 1036647
Current Firm: Primerica Advisors

Douglas Hartman (CRD# 1036647) is an Investment Advisor Representative working at Primerica Advisors in Anaheim, CA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Anaheim, CA Sep 1981 - Current 35
Primerica Financial Services Anaheim, CA Feb 1980 - Current 36
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
S63 Uniform Securities State Law Examination May 1982
Contact Info for Douglas E. Hartman
Phone Number: 800-544-5445
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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
81
Clean Record
This advisor has a clean track record with regulators.

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