Douglas Warren (CRD# 4619798) is an Investment Advisor Representative working at Eagle Strategies LLC in Lake Stevens, WA and has over 21 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Larsen & Warren Financial Group LLC | Lake Stevens, WA | Mar 2021 - Current | 3 |
| Eagle Strategies LLC | Lake Stevens, WA | Sep 2019 - Current | 4 |
| Nylife Securities, LLC | Lake Stevens, WA | Jun 2004 - Current | 19 |
| New York Life Insurance Co | Bellevue, WA | Mar 2004 - Current | 20 |
| Larsen Financial Services | Lake Stevens, WA | May 2009 - Mar 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- TX
- WA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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