Douglas FrancCRD Number: 6018603
Current Firm: Strategic Advisers, Inc.
Douglas Franc (CRD# 6018603) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Warrington, PA and has over 4 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Fidelity Brokerage Services, LLC||Jacksonville, FL||Jun 2012 - Current||5|
|Unemployed||Jacksonville, FL||May 2012 - May 2012||< 1|
|University Of North Florida||Jacksonville, FL||Aug 2008 - Apr 2012||3|
|Time Out Sports Bar And Grill||Jacksonville, FL||Oct 2009 - Jan 2010||< 1|
|Pussers Bar And Grille||Ponte Vedra Beach, FL||Mar 2009 - Jun 2009||< 1|
|West Windsor Water Works||Princeton, NJ||Dec 2008 - Dec 2008||< 1|
|On The Border||Princeton, NJ||Jan 2008 - Aug 2008||< 1|
|Lawrence High School||Lawrenceville, NJ||Sep 2004 - Jun 2008||3|
|Candlewood Management||Howell, NJ||Jan 2007 - Dec 2007||< 1|
|West Windsor Water Works||West Windsor, NJ||May 2007 - Sep 2007||< 1|
|Lawrence Township Public Schools||Lawrenceville, NJ||Oct 2006 - Jun 2007||< 1|
|Follett||Lawrenceville, NJ||Jan 2007 - Apr 2007||< 1|
|West Windsor Water Works||West Windsor, NJ||May 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV
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