Douglas Tees (CRD# 6817855) is an Investment Advisor Representative working at Jason Howell Company in Fairfax, VA and has over 6 years of experience in the finance industry. Douglas Tees 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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jason Howell Company | Fairfax, VA | Jun 2017 - Current | 6 |
| Freddie Mac | Mclean, VA | Oct 2009 - Apr 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- TX
- VA
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts161ACCOUNTS
-
Average Account Value$193,083
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
TX, VA
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