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.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- CA
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Total Assets Under Management19,944MILLIONS
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Total Number of Accounts96,956ACCOUNTS
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Average Account Value$205,697
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
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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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