Douglas Kinsey (CRD# 1223159) is an Investment Advisor Representative working at Artifex Financial Group, LLC in Oakwood, OH and has over 24 years of experience in the finance industry. Douglas Kinsey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Artifex Financial Group | Dayton, OH | Mar 2007 - Current | 17 |
| Fifth Third Securities | Dayton, OH | Jul 2003 - Current | 20 |
| Fifth Third Bank | Dayton, OH | Jun 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2000 |
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Total Assets Under Management233MILLIONS
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Total Number of Accounts1,004ACCOUNTS
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Average Account Value$231,993
- 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
- Other
OH
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