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||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|
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
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.