Douglas Amis, financial advisor Cary NC
90 score

Douglas Amis

CRD 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.

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Company Name Location Dates Years
Gradient Investments, LLC Arden Hills, MN Jul 2013 - Current 3
Cardinal Retirement Planning, Inc. Cary, NC Feb 2013 - Current 3
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
Contact Info for Douglas V. Amis
Phone Number: 888-824-3525
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    918
    MILLIONS
  • Total Number of Accounts
    11,770
    ACCOUNTS
  • Average Account Value
    $78,012
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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