Douglas Bambeck (CRD# 3119298) is an Investment Advisor Representative working at Commonwealth Financial Network in New Philadelphia, OH and has over 25 years of experience in the finance industry.
CRD# 5279491
Primerica Advisors
CRD# 1111252
Primerica Advisors
CRD# 2954129
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | New Philadelphia, OH | Sep 1998 - Current | 25 |
| Investment Partners, Ltd | New Philadelphia, OH | Sep 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
- OH
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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