Douglas Brown (CRD# 4751412) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Oklahoma City, OK and has over 20 years of experience in the finance industry. Douglas Brown 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# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insurance-non Variable | Oklahoma City, OK | Jun 2011 - Current | 12 |
| Raymond James Financial Services Advisors, Inc. | Oklahoma City, OK | Jan 2009 - Current | 15 |
| National Guard G-rap Program | Oklahoma City, OK | Aug 2007 - Current | 16 |
| Raymond James Finanacial Services, Inc. | Oklahoma, OK | Jun 2007 - Current | 16 |
| Nautic Financial Group LLC | Oklahoma City, OK | Jul 2015 - Mar 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- NM
- OK
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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