Douglas HarbaughCRD Number: 5880062
Current Firm: Strategic Wealth Partners, Ltd.
Douglas Harbaugh (CRD# 5880062) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 4 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Strategic Wealth Partners, Ltd.||Seven Hills, OH||Jun 2011 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith, Inc.||Cleveland, OH||Jan 2011 - Jun 2011||< 1|
|United Brokerage Group||Seven Hills, OH||Jul 2004 - Dec 2010||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2014|
Total Assets Under Management167MILLIONS
Total Number of Accounts1,717ACCOUNTS
Average Account Value$97,088
- 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
- Pension consulting services
- Publication of periodicals or newsletters
FL, OH, TX