Douglas Degroote, financial advisor Thousand Oaks CA

Douglas Degroote

CRD Number: 2839073
Current Firm: De Groote Financial Group, LLC

Douglas Degroote (CRD# 2839073) is an Investment Advisor Representative working at De Groote Financial Group, LLC in Thousand Oaks, CA and has over 27 years of experience in the finance industry. Douglas Degroote 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.

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Professional Designations
Company Name Location Dates Years
De Groote Financial Group, LLC Westlake Village, CA Sep 2013 - Current 10
Girard Securities, Inc. San Diego, CA Sep 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1997
Contact Info for Douglas C. Degroote
Phone Number: (805) 230-0111
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    648
    MILLIONS
  • Total Number of Accounts
    1,981
    ACCOUNTS
  • Average Account Value
    $327,181
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, IL, LA, MA, NH, NV, OR, TX

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