Douglas FuquaCRD Number: 4505854
Current Firm: Sagepoint Financial, Inc.
Douglas Fuqua (CRD# 4505854) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Lubbock, TX and has over 15 years of experience in the finance industry.
Trinity Wealth Management
Voya Financial Advisors, Inc.
Lpl Financial LLC
|Sagepoint Financial, Inc.||Sugar Land, TX||Jan 2009 - Current||8|
|Aig Financial Advisors, Inc.||Sugarland, TX||Oct 2008 - Jan 2009||< 1|
|American General Securities Incorporated||Sugarland, TX||Mar 2003 - Oct 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2002|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- 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
- 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
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