Douglas Rader, financial advisor Flagstaff AZ
96 score

Douglas Rader

CRD Number: 1866669
Current Firm: Geneos Wealth Management, Inc.

Douglas Rader (CRD# 1866669) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Flagstaff, AZ and has over 28 years of experience in the finance industry. Douglas Rader 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
Doug Rader Cpa Pllc Prescott, AZ Oct 2011 - Current 5
Geneos Wealth Management, Inc. Prescott, AZ Sep 2006 - Current 10
Rader & Lambson Pllc Prescott, AZ Jan 2008 - Oct 2011 3
Lambson & Rader, P.c. Prescott, AZ Aug 1982 - Dec 2007 25
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2005 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S65 NASAA Investment Advisors Law Examination Jul 2002
Contact Info for Douglas A. Rader
Phone Number: 303-785-8470
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    2,024
    MILLIONS
  • Total Number of Accounts
    10,968
    ACCOUNTS
  • Average Account Value
    $184,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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