Douglas Whitener, financial advisor Lynden WA

Douglas Whitener

CRD Number: 1516483
Current Firm: Lpl Financial LLC

Douglas Whitener (CRD# 1516483) is an Investment Advisor Representative working at Lpl Financial LLC in Lynden, WA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Lynden, WA Jul 2021 - Current 2
Whitener Inc. Everson, WA Apr 2013 - Jul 2021 8
Whitener Properties Everson, WA Nov 2008 - Jul 2021 12
Various Insurance Carriers Everson, WA Aug 1986 - Jul 2021 34
Waddell & Reed, Inc. Bellingham, WA May 1986 - Jul 2021 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1986
Contact Info for Douglas D. Whitener
Phone Number: 704-733-3300
Registered State(s):
  • AK
  • CA
  • ID
  • NM
  • OH
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
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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