Douglas ClevengerCRD Number: 4457947
Current Firm: 1st Global Advisors Inc.
Douglas Clevenger (CRD# 4457947) is an Investment Advisor Representative working at 1st Global Advisors Inc. in La Jolla, CA and has over 15 years of experience in the finance industry. Douglas Clevenger 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.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Redwitz Wealth Management Group, Inc.||Irvine, CA||Mar 2006 - Current||11|
|Robert R. Redwitz & Company||La Jolla, CA||Oct 2005 - Current||11|
|1st Global Insurance Services, Inc.||La Jolla, CA||Oct 2003 - Current||13|
|1st Global Advisors, Inc.||La Jolla, CA||Jan 2002 - Current||15|
|1st Global Capital Corp||La Jolla, CA||Oct 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2001|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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