Douglas Carnahan, financial advisor Bennington VT
81 score

Douglas Carnahan

CRD Number: 2017484
Current Firm: Citizens Securities, Inc.

Douglas Carnahan (CRD# 2017484) is an Investment Advisor Representative working at Citizens Securities, Inc. in Bennington, VT and has over 26 years of experience in the finance industry.

Similar Advisors
Andrew Beresford, financial advisor Bennington VT
Andrew R. Beresford
CRD# 5303702
Manchester Capital Management LLC
Score
96
Similar Advisors
Gregory Britton, financial advisor Bennington VT
Gregory R. Britton
CRD# 4486916
Atlas Private Wealth Management, LLC
Score
96
Similar Advisors
Joyce Cole, financial advisor Bennington VT
Joyce S. Cole
CRD# 2007971
Centerpoint Financial, Inc.
Score
96
Company Name Location Dates Years
Cco Investment Services Schenectady, NY Nov 2012 - Current 4
Wells Fargo Advisors LLC Saratoga Springs, NY Sep 2010 - Nov 2012 2
Morgan Stanley Smith Barney Glen Falls, NY Aug 1990 - Sep 2010 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
S65 NASAA Investment Advisors Law Examination Jul 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Douglas O. Carnahan
Phone Number: 1-800-942-8300
Registered State(s):
  • NH
  • VT
  • PA
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
81

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.