Richard DoumaCRD Number: 5616762
Current Firm: Endeavor Financial Advisors, LLC
Richard Douma (CRD# 5616762) is an Investment Advisor Representative working at Endeavor Financial Advisors, LLC in Edgewater, MD and has over 9 years of experience in the finance industry. Richard Douma 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.
Commonwealth Financial Network
Planning Solutions Group, LLC
Jsk Financial Services LLC
|Endeavor Financial Advisors, LLC||Edgewater, MD||Jan 2015 - Current||3|
|Lpl Financial||Annapolis, MD||Jan 2010 - Jan 2015||5|
|Metlife||Baltimore, MD||Dec 2008 - Jan 2010||1|
|Rad2 Decison Solutions, LLC||Severna Park, MD||Feb 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management19MILLIONS
Total Number of Accounts195ACCOUNTS
Average Account Value$95,636
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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