Christopher Douglass (CRD# 2505358) is an Investment Advisor Representative working at Stage 2 Planning Partners LLC in South Burlington, VT and has over 29 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stage 2 Planning Partners LLC | S Burlington, VT | Jun 2022 - Current | 1 |
| The Patrick Group Dba Stage 2 Planning Partners LLC | So. Burlington, VT | Sep 2016 - Apr 2023 | 6 |
| Nfp Advisory Services, LLC | So. Burlington, VT | May 2002 - Sep 2016 | 14 |
| Kestra Financial | Austin, TX | May 2002 - Sep 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1994 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1997 |
- FL
- NY
- VT
-
Total Assets Under Management81MILLIONS
-
Total Number of Accounts242ACCOUNTS
-
Average Account Value$336,051
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, NY, TX, VT
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