Douglas Balmain, financial advisor Auburn CA
87 score

Douglas Balmain

CRD Number: 6309949
Current Firm: Retirement Advisors Of America

Douglas Balmain (CRD# 6309949) is an Investment Advisor Representative working at Retirement Advisors Of America in Auburn, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Retirement Advisors Of America Addison, TX Mar 2013 - Current 3
American Airlines Dallas, TX Mar 1987 - Current 29

Douglas Balmain has no recent exams reported.
Contact Info for Douglas M. Balmain
Phone Number: 972-233-3367
Firm Website: http://www.raa.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,866
    MILLIONS
  • Total Number of Accounts
    3,931
    ACCOUNTS
  • Average Account Value
    $474,629
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, MI, MN, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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