Douglas Rolfson (CRD# 6924784) is an Investment Advisor Representative working at Edward Jones in Watford City, ND and has over 5 years of experience in the finance industry.
CRD# 6206457
Lpl Financial LLC
CRD# 6504794
Osaic Wealth, Inc.
CRD# 5854794
Concorde Asset Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Apr 2018 - Current | 6 |
| Kinder Morgan | Watford City, ND | Aug 2016 - Mar 2018 | 1 |
| Lite Form Construction | Minot, ND | May 2016 - Aug 2016 | < 1 |
| Student | Minot, ND | Aug 2015 - May 2016 | < 1 |
| Grazing Association | Watford City, ND | May 2015 - Aug 2015 | < 1 |
| Student | Minot, ND | Aug 2014 - May 2015 | < 1 |
| Lite Form Construction | Minot, ND | May 2014 - Aug 2014 | < 1 |
| Student | Minot, ND | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- ND
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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, WY
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