Matthew DoucetteCRD Number: 6745933
Current Firm: Eagle Strategies LLC
Matthew Doucette (CRD# 6745933) is an Investment Advisor Representative working at Eagle Strategies LLC in Missoula, MT and has over 4 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Royal Alliance Associates, Inc.
Fsc Securities Corporation
|Eagle Strategies LLC||Missoula, MT||Dec 2021 - Current||< 1|
|University Of Montana-missoula College||Missoula, MT||Aug 2018 - Current||3|
|Nylife Securities LLC||Billings, MT||May 2017 - Current||5|
|New York Life Insurance Co||Billings, MT||Jan 2017 - Current||5|
|Sliver Slipper Sports Bar & Grill||Missoula, MT||Sep 2017 - Jun 2020||2|
|Fitchburg State University||Fitchburg, MA||Mar 2010 - May 2020||10|
|Unemployed||Missoula, MT||Nov 2016 - Jan 2017||< 1|
|El Dorado Hospitality||Missoula, MT||Feb 2016 - Oct 2016||< 1|
|Sage Hospitality||Missoula, MA||Feb 2013 - Feb 2016||3|
|Sage Hospitality||Danvers, MA||Jun 2011 - Feb 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2017|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management18,110MILLIONS
Total Number of Accounts84,457ACCOUNTS
Average Account Value$214,423
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.