Douglas Lundgren (CRD# 816574) is an Investment Advisor Representative working at Professional Financial Planning in Verdi, NV and has over 34 years of experience in the finance industry.
CRD# 5245824
Prime Capital Investment Advisors, LLC
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crown Capital Securities | Orange, CA | Nov 1999 - Current | 24 |
| Professional Financial Planning | Reno, NV | Jun 1975 - Current | 48 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1989 |
- CA
- NV
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts97ACCOUNTS
-
Average Account Value$87,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, NV
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