Douglas Conklin, financial advisor Folsom CA
93 score

Douglas Conklin

CRD Number: 1158010
Current Firm: Hightower Advisors, LLC

Douglas Conklin (CRD# 1158010) is an Investment Advisor Representative working at Hightower Advisors, LLC in Folsom, CA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Hightower Advisors, LLC Folsom, CA Dec 2014 - Current 2
Hightower Securities, LLC Folsom, CA Dec 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento, CA May 1983 - Dec 2014 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Douglas G. Conklin
Phone Number: 312-962-3800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    24,600
    MILLIONS
  • Total Number of Accounts
    47,650
    ACCOUNTS
  • Average Account Value
    $516,264
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
  • 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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