Caitlin Douglas (CRD# 5204501) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in Saint Petersburg, FL and has over 15 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Dynasty Wealth Management, LLC | St. Petersburg, FL | Jun 2020 - Current | 3 |
Dynasty Securities, LLC | St. Petersburg, FL | May 2020 - Current | 3 |
Dynasty Wealth Management, LLC | St. Petersburg, FL | Nov 2018 - Current | 5 |
Triad Advisors, LLC | Norcross, GA | Oct 2018 - Nov 2018 | < 1 |
Planning Solutions Group, LLC | Fulton, MD | Oct 2018 - Nov 2018 | < 1 |
Triad Advisors, LLC | Norcross, GA | Nov 2015 - Sep 2018 | 2 |
Keeney Financial Group, Inc. | Columbia, MD | Nov 2015 - Sep 2018 | 2 |
Lpl Financial | Columbia, MD | Aug 2012 - Nov 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- MD
-
Total Assets Under Management917MILLIONS
-
Total Number of Accounts209ACCOUNTS
-
Average Account Value$4,386,545
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CT, FL, GA, IL, KS, KY, MD, ME, MN, MO, NJ, NV, NY, OH, OR, PA, TX, VA, WI
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