Douglas Villing, financial advisor San Francisco CA
93 score

Douglas Villing

CRD Number: 2999033
Current Firm: Advice And Planning Services

Douglas Villing (CRD# 2999033) is an Investment Advisor Representative working at Advice And Planning Services in San Francisco, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC San Francisco, CA Jun 2012 - Current 5
Tiaa San Francisco, CA Jun 2012 - Current 5
Fidelity Brokerage Services San Francisco, CA Sep 2007 - Jun 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Mar 2000
Contact Info for Douglas R. Villing
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    21,673
    MILLIONS
  • Total Number of Accounts
    55,750
    ACCOUNTS
  • Average Account Value
    $388,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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