Douglas BirnieCRD Number: 2646049
Current Firm: Oakmont Wealth Advisory, LLC
Douglas Birnie (CRD# 2646049) is an Investment Advisor Representative working at Oakmont Wealth Advisory, LLC in Reston, VA and has over 27 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Oakmont Wealth Advisory, LLC||Herndon, VA||Jan 2019 - Current||4|
|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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management218MILLIONS
Total Number of Accounts603ACCOUNTS
Average Account Value$361,939
- 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, CO, FL, MA, MD, PA, VA
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