Douglas Knudsen, financial advisor Orlando FL
93 score

Douglas Knudsen

CRD Number: 5560065
Current Firm: Charles Schwab & Company, Inc.

Douglas Knudsen (CRD# 5560065) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Orlando, FL Apr 2014 - Current 2
Td Ameritrade Orlando, FL Jan 2009 - Apr 2014 5
New England Securities Orlando, FL Jun 2008 - Dec 2008 < 1
University Of Florida Gainesville, FL Aug 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Douglas A. Knudsen
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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