Douglas Claycomb, financial advisor Oklahoma City OK

Douglas Claycomb

CRD Number: 4751115
Current Firm: Plan Group Financial, Inc.

Douglas Claycomb (CRD# 4751115) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Private Client Services Oklahoma City, OK Nov 2023 - Current < 1
Plan Group Financial, Inc. Oklahoma City, OK Jun 2006 - Current 17
Saxony Securities St. Louis, MO Jun 2015 - Nov 2023 8
St. Bernard Financial Services, Inc. Russellville, AR Sep 2013 - Apr 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2004
Contact Info for Douglas R. Claycomb
Phone Number: 405-848-1099
Firm Website: http://www.plangroup.com
Registered State(s):
  • NE
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    242
    MILLIONS
  • Total Number of Accounts
    2,309
    ACCOUNTS
  • Average Account Value
    $104,918
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, CA, CO, FL, IL, MO, NE, OK, TX

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