Douglas Birnie (CRD# 2646049) is an Investment Advisor Representative working at Oakmont Wealth Advisory, LLC in Reston, VA and has over 29 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oakmont Wealth Advisory, LLC | Herndon, VA | Jan 2019 - Current | 5 |
| Great Lakes & Atlantic Wealth Management | Charlotte, NC | Mar 2017 - Dec 2018 | 1 |
| Wells Fargo Clearing Services, LLC | Mclean, VA | Nov 2016 - Mar 2017 | < 1 |
| Wells Fargo Advisors LLC | Mclean, VA | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1995 |
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- VA
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Total Assets Under Management288MILLIONS
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Total Number of Accounts734ACCOUNTS
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Average Account Value$392,548
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
CA, FL, MA, MD, NY, PA, VA
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