Douglas Bertke, financial advisor Celina OH
93 score

Douglas Bertke

CRD Number: 5446244
Current Firm: 1st Global Advisors Inc.

Douglas Bertke (CRD# 5446244) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Celina, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Insurance Services, Inc. Celina, OH Jan 2016 - Current < 1
1st Global Advisors, Inc. Celina, OH Jul 2008 - Current 8
1st Global Capital Corp. Celina, OH Jul 2008 - Current 8
Moorman, Harting & Company Coldwater, OH Oct 2007 - Current 9
Ernst & Young, LLP Columbus, OH Feb 1999 - Sep 2007 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Douglas M. Bertke
Phone Number: 214-294-5000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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