Douglas ForcheskieCRD Number: 3126732
Current Firm: Raymond James Financial Services Advisors, Inc.
Douglas Forcheskie (CRD# 3126732) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Upland, CA and has over 18 years of experience in the finance industry.
Jst Investment Consulting
Eclectic Associates, Inc.
Asset Planning, Inc.
|Non-variable Insurance||Upland, CA||Nov 2013 - Current||3|
|Raymond James Financial Services Advisors, Inc.||Upland, CA||Jan 2009 - Current||8|
|Raymond James Financial Services, Inc.||Upland, CA||Apr 2002 - Current||15|
|City Of La Verne||La Verne, CA||Jan 2002 - Jan 2012||10|
|Insurance||Corona, CA||Nov 2005 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||May 2007|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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