Douglas McClure, financial advisor Bothell WA

Douglas McClure

CRD Number: 1455742
Current Firm: Raymond James Financial Services Advisors, Inc.

Douglas McClure (CRD# 1455742) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bothell, WA and has over 38 years of experience in the finance industry. Douglas McClure 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.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services, Inc. Bothell, WA May 2021 - Current 2
Raymond James Financial Services Advisors, Inc. Bothell, WA May 2021 - Current 2
Legacy Wealth Partners Bothell, WA May 2021 - Current 2
Wells Fargo Advisors Edmonds, WA Sep 2011 - May 2021 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Douglas J. McClure
Phone Number: 727-567-3020
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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

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