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 2 years of experience in the finance industry.
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 Management169MILLIONS
Total Number of Accounts889ACCOUNTS
Average Account Value$189,607
- 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, TX, WA