Douglas Emitte (CRD# 2594396) is an Investment Advisor Representative working at Dae Wealth Management in Roseville, CA and has over 28 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dae Capital Strategies LLC | Roseville, CA | Dec 2022 - Current | 1 |
| Onesource Wealth Management | Granite Bay, CA | Jun 2022 - Current | 1 |
| Onesource Health & Wealth Management | Granite Bay, CA | Sep 2017 - Current | 6 |
| Purshe Kaplan Sterling Investments | Albany, NY | Mar 2013 - Current | 11 |
| Pks Advisory Services, LLC | Albany, NY | Apr 2013 - May 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1995 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
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- CA
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Total Assets Under Management21MILLIONS
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Total Number of Accounts106ACCOUNTS
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Average Account Value$194,523
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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