Douglas Amis (CRD# 6022170) is an Investment Advisor Representative working at Gradient Investments, LLC in Durham, NC and has over 12 years of experience in the finance industry. Douglas Amis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| William B. Clark, Cfp Cpa | Coral Springs, FL | Mar 2022 - Current | 2 |
| Damis, Inc. | Durham, NC | May 2021 - Current | 2 |
| Cardinal Retirement Planning, Inc. | Durham, NC | Jan 2018 - Current | 6 |
| Cardinal Retirement Planning, Inc. | Durham, NC | Nov 2016 - Current | 7 |
| Gradient Investments, LLC | Arden Hills, MN | Jul 2013 - Current | 10 |
| Cardinal Retirement Planning, Inc. | Durham, NC | Jan 2013 - Current | 11 |
| Insurance Advisor Associates, Inc. | Durham, NC | Jan 2018 - May 2021 | 3 |
| Insurance Advisor Associates, Inc. | Durham, NC | Sep 2017 - May 2021 | 3 |
| H.e. Scheil & Associates | Durham, NC | Nov 2016 - May 2021 | 4 |
| H.e. Scheil & Associates, Inc. | Cary, NC | Nov 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- NC
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Total Assets Under Management5,268MILLIONS
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Total Number of Accounts56,752ACCOUNTS
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Average Account Value$92,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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, VT, WA, WI, WV, WY
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