Douglas SweetCRD Number: 1791257
Current Firm: Charter Advisory Corporation
Douglas Sweet (CRD# 1791257) is an Investment Advisor Representative working at Charter Advisory Corporation in Fishers, IN and has over 34 years of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|Lpl Financial LLC||Fishers, IN||Sep 2009 - Current||12|
|Charter Advisory Corporation||Fishers, IN||Jul 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1988|
|S65||NASAA Investment Advisors Law Examination||Feb 1995|
Total Assets Under Management268MILLIONS
Total Number of Accounts813ACCOUNTS
Average Account Value$329,720
- 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
- Selection of other advisers (including private fund managers)
FL, IN, LA, MI, MO, NC, NE, OH, TX
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