Douglas BoringCRD Number: 4610108
Current Firm: Cwm, LLC
Douglas Boring (CRD# 4610108) is an Investment Advisor Representative working at Cwm, LLC in Roseville, CA and has over 20 years of experience in the finance industry. Douglas Boring 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.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Cwm, LLC||Omaha, NE||Nov 2021 - Current||1|
|Aspire Financial Planning||Roseville, CA||Nov 2021 - Current||1|
|The Wealth Consulting Group||Granite Bay, CA||Apr 2016 - Nov 2021||5|
|Lpl Financial LLC||Granite Bay, CA||Feb 2008 - Nov 2021||13|
|Princor||Granite Bay, CA||Nov 2002 - Nov 2021||19|
|Self Employed||Granite Bay, CA||Jul 1994 - Nov 2021||27|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
Total Assets Under Management19,944MILLIONS
Total Number of Accounts96,956ACCOUNTS
Average Account Value$205,697
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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