Douglas Brackin (CRD# 2690151) is an Investment Advisor Representative working at Planmember Securities Corporation in Fishers, IN and has over 28 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planmember Securities Corporation | Carpinteria, CA | Oct 2020 - Current | 3 |
| Heartland Wealth Group, LLC | Fishers, IN | Oct 2020 - Current | 3 |
| Douglas Brackin (self Employed) | Noblesville, IN | Jan 2010 - Current | 14 |
| Oneamerica Securities | Carmel, IN | May 2019 - Oct 2020 | 1 |
| American United Life | Carmel, IN | Apr 2019 - Oct 2020 | 1 |
| Allstate Insurance Co | Fort Wayne, IN | Apr 2017 - May 2019 | 2 |
| Ebay | Noblesville, IN | Apr 2017 - May 2019 | 2 |
| Regal Investment Advisors, LLC | Kentwood, MI | Nov 2012 - Apr 2017 | 4 |
| American Portfolios Financial Services, Inc. | Holbrook, NY | Nov 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
- IN
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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