Douglas Bean, financial advisor Redmond WA
96 score

Douglas Bean

CRD Number: 4541916
Current Firm: Private Advisory Group LLC

Douglas Bean (CRD# 4541916) is an Investment Advisor Representative working at Private Advisory Group LLC in Redmond, WA and has over 14 years of experience in the finance industry. Douglas Bean 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.

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Professional Designations
Company Name Location Dates Years
Private Advisory Group LLC Redmond, WA Nov 2013 - Current 3
Bean Financial Advisors, Inc. Redmond, WA Jan 2006 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Douglas R. Bean
Phone Number: 425-498-2320
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    453
    MILLIONS
  • Total Number of Accounts
    1,600
    ACCOUNTS
  • Average Account Value
    $283,024
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, FL, NV, OR, TX, UT, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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