Douglas Boring, financial advisor Granite Bay CA
93 score

Douglas Boring

CRD Number: 4610108
Current Firm: Lpl Financial LLC

Douglas Boring (CRD# 4610108) is an Investment Advisor Representative working at Lpl Financial LLC in Granite Bay, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
The Wealth Consulting Group Granite Bay, CA Apr 2016 - Current < 1
Lpl Financial LLC Granite Bay, CA Feb 2008 - Current 8
Princor Granite Bay, CA Nov 2002 - Current 14
Self Employed Granite Bay, CA Jul 1996 - Current 20
Christian Financial Advocates Roseville, CA Sep 2006 - Feb 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2003
Contact Info for Douglas D. Boring
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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
  • 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, VI, 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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