Douglas McCarleyCRD Number: 7361548
Current Firm: Fidelity Personal And Workplace Advisors
Douglas McCarley (CRD# 7361548) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has 1 year of experience in the finance industry.
Hedgefield Wealth Management
Td Ameritrade, Inc.
Charles Schwab & Company, Inc.
|Fidelity Investments||Westlake, TX||Mar 2021 - Current||1|
|Samsung Electronics||Plano, TX||Apr 2019 - Dec 2020||1|
|Kyocera||San Diego, CA||Sep 2018 - Mar 2019||< 1|
|Lg Electronics||Atlanta, GA||Apr 2007 - Aug 2018||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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 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, WY
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