Douglas Almeida, financial advisor Simpsonville SC

Douglas Almeida

CRD Number: 2033114
Current Firm: Lpl Financial LLC

Douglas Almeida (CRD# 2033114) is an Investment Advisor Representative working at Lpl Financial LLC in Simpsonville, SC and has over 19 years of experience in the finance industry.

Similar Advisors
Danielle Harmon, financial advisor Simpsonville SC
Danielle D. Harmon
CRD# 5253310
Boundless Financial
Similar Advisors
John Alexander, financial advisor Simpsonville SC
John C. Alexander
CRD# 4456936
Apex Capital Management LLC
Similar Advisors
Robert Allamon, financial advisor Simpsonville SC
Robert E. Allamon
CRD# 6162753
Brookstone Wealth Advisors, LLC
Company Name Location Dates Years
Lpl Financial LLC Coral Springs, FL May 2020 - Current 3
Cetera Advisor Networks LLC Coral Springs, FL Sep 2019 - May 2020 < 1
Summit Financial Group Inc. Coral Springs, FL Apr 2010 - May 2020 10
Summit Brokerage Services Inc. Coral Springs, FL Apr 2010 - Sep 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2005
S65 NASAA Investment Advisors Law Examination Feb 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Douglas J. Almeida
Phone Number: 704-733-3300
Registered State(s):
  • FL
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Douglas Almeida and other advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.