Douglas Alden (CRD# 1029891) is an Investment Advisor Representative working at Winning Points Advisors, LLC in Old Fort, NC and has over 31 years of experience in the finance industry.
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Winning Point Advisors, LLC | Old Fort, NC | Nov 2015 - Current | 8 |
| Efficient Advisors, LLC | Philadelphia, PA | Jun 2015 - Current | 8 |
| Liberated Investor Advisors, LLC | Marion, NC | Feb 2007 - Current | 17 |
| Alden Agency, Inc. Dba Asheville Dollars & Sense | Asheville, NC | Jul 1992 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management158MILLIONS
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Total Number of Accounts410ACCOUNTS
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Average Account Value$385,267
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
CA, FL, NC, OH, SC, TX
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