Charles DouglasCRD Number: 6318068
Current Firm: J. W. Cole Advisors, Inc.
Charles Douglas (CRD# 6318068) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Palatka, FL and has over 2 years of experience in the finance industry.
Cetera Advisors LLC
Fsc Securities Corporation
Geneos Wealth Management, Inc.
|J.w. Cole Advisors, Inc.||Tampa, FL||Oct 2014 - Current||2|
|J.w. Cole Financial, Inc.||Tampa, FL||Apr 2014 - Current||3|
|Douglas & Hedstrom, P.a.||Palatka, FL||Sep 2013 - Current||3|
|Harrell & Harrell, P.a.||Jacksonville, FL||May 2004 - Sep 2013||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV