Brian DouglassCRD Number: 1406770
Current Firm: Financial Advisors Network, Inc.
Brian Douglass (CRD# 1406770) is an Investment Advisor Representative working at Financial Advisors Network, Inc. in Tustin, CA and has over 3 years of experience in the finance industry. Brian Douglass 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.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Financial Advisors Network, Inc.||Tustin, CA||Oct 2014 - Current||3|
|Lpl Financial LLC||Tustin, CA||Oct 2014 - Current||3|
|Self-employed - Insurance||Tustin, CA||Feb 2001 - Oct 2014||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management203MILLIONS
Total Number of Accounts1,111ACCOUNTS
Average Account Value$182,756
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, HI, OR, TX, WA