David Douglass, financial advisor Columbus OH

David Douglass

CRD Number: 5357935
Current Firm: Pnc Investments

David Douglass (CRD# 5357935) is an Investment Advisor Representative working at Pnc Investments in Columbus, OH and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Nov 2019 - Current 4
Hilton Columbus Downtown Columbus, OH May 2016 - Current 7
Pnc Investments Lewis Center, OH Dec 2016 - Nov 2019 2
Columbus Fish Market Columbus, OH Aug 2016 - Dec 2016 < 1
J.p. Morgan Securities LLC Reynoldsburg, OH Oct 2012 - Apr 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David C. Douglass
Phone Number: 800-762-6111
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    21,630
    MILLIONS
  • Total Number of Accounts
    152,386
    ACCOUNTS
  • Average Account Value
    $141,941
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
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, WY

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