Douglas Beam (CRD# 6137255) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Morganton, NC and has over 11 years of experience in the finance industry.
CRD# 7063689
Edward Jones
CRD# 5699012
Edward Jones
CRD# 5699016
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Asheville, NC | May 2014 - Mar 2017 | 2 |
| Lpl Financial LLC | Lenoir, NC | Dec 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2013 |
- NC
-
Total Assets Under Management2,082MILLIONS
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Total Number of Accounts12,377ACCOUNTS
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Average Account Value$168,226
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
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