Douglas AmisCRD Number: 6022170
Current Firm: Gradient Investments, LLC
Douglas Amis (CRD# 6022170) is an Investment Advisor Representative working at Gradient Investments, LLC in Cary, NC and has over 4 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Oak City Consulting, LLC
|Gradient Investments, LLC||Arden Hills, MN||Jul 2013 - Current||3|
|Cardinal Retirement Planning, Inc.||Cary, NC||Feb 2013 - Current||4|
|H.e. Scheil & Associates, Inc.||Cary, NC||Nov 2012 - Current||4|
|Edward D. Jones & Company, LP||St Louis, MO||Jan 2012 - Oct 2012||< 1|
|Cloud 9 Solutions, Inc.||Chapel Hill, NC||Sep 2010 - Dec 2011||1|
|University Of North Carolina-chapel Hill||Chapel Hill, NC||Aug 2007 - Dec 2011||4|
|Full-time Student||Chapel Hill, NC||Aug 2005 - Dec 2011||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management918MILLIONS
Total Number of Accounts11,770ACCOUNTS
Average Account Value$78,012
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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