Douglas Beehler (CRD# 1486455) is an Investment Advisor Representative working at Lpl Financial LLC in Meridian, ID and has over 37 years of experience in the finance industry.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Meridian, ID | Jul 2021 - Current | 2 |
| Miss Rodeo America Inc. | Colorado Springs, CO | Jan 2020 - Jul 2021 | 1 |
| Beehler Asset Management, LLC | Eagle, ID | Jan 2009 - Jul 2021 | 12 |
| Various Insurance Carriers For W & R Insurance Agencies | Eagle, ID | Jun 1990 - Jul 2021 | 31 |
| Waddell & Reed Inc. | Meridian, ID | Mar 1986 - Jul 2021 | 35 |
| Meridian Lions Club | Meridian, ID | Jan 1989 - Jun 2019 | 30 |
| Top Shelf LLC | Meridian, ID | May 2004 - Dec 2015 | 11 |
| Lion Multiple District 39 | Eagle, ID | Jul 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1986 |
| S65 | NASAA Investment Advisors Law Examination | May 2002 |
- ID
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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