Douglas VillingCRD Number: 2999033
Current Firm: J.p. King Advisors, Inc.
Douglas Villing (CRD# 2999033) is an Investment Advisor Representative working at J.p. King Advisors, Inc. in Walnut Creek, CA and has over 24 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Lowery Thomas, LLC
|Tiaa-cref Individual & Institutional Services, LLC||San Francisco, CA||Jun 2012 - Current||10|
|Tiaa||San Francisco, CA||Jun 2012 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2000|
Total Assets Under Management665MILLIONS
Total Number of Accounts1,286ACCOUNTS
Average Account Value$517,107
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, TX
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