Douglas Shrieve, financial advisor Fishers IN
83 score

Douglas Shrieve

CRD Number: 3159316
Current Firm: Gimbal Financial, LLC

Douglas Shrieve (CRD# 3159316) is an Investment Advisor Representative working at Gimbal Financial, LLC in Fishers, IN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Gimbal Financial LLC Fishers, IN Feb 2012 - Current 4
Lpl Financial, LLC Fishers, IN Aug 2003 - Current 13
Hfpc Llc, Dba Gimbal Financial Fishers, IN Mar 2005 - Jan 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1999
S66 NASAA Uniform Combined State Law Examination Apr 2001
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Douglas A. Shrieve
Phone Number: 317-578-1600
Registered State(s):
  • FL
  • KY
  • IL
  • IN
  • LA
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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