Douglas Godfrey, financial advisor Beaverton OR
88 score

Douglas Godfrey

CRD Number: 6365114
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Douglas Godfrey (CRD# 6365114) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beaverton, OR and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Beaverton, OR Jun 2016 - Current < 1
Bank Of America, N.a. Beaverton, OR Jun 2016 - Current < 1
Bradley Wealth Management San Diego, CA Sep 2015 - Jun 2016 < 1
Valic Financial Advisors Portland, OR Aug 2015 - Sep 2015 < 1
Ameriprise Financial Services Inc. Vancouver, WA Aug 2014 - Jun 2015 < 1
Unemployed Portland, OR Apr 2014 - Jul 2014 < 1
Permacold Engineering, Inc. Portland, OR Dec 2011 - Apr 2014 2
Sierra Auction Management, Inc. Phoenix, AZ Jan 2010 - Dec 2011 1
Orkin Phoenix, AZ Jul 2009 - Dec 2009 < 1
Get Auto Appraise Scottsdale, AZ Nov 2008 - Jun 2009 < 1
International Profit Associates Scottsdale, AZ Jul 2008 - Oct 2008 < 1
Unemployed Scottsdale, AZ Apr 2008 - Jun 2008 < 1
Trivita, Inc. Scottsdale, AZ Dec 2000 - Mar 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Douglas A. Godfrey
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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