Douglas Dailey (CRD# 2891357) is an Investment Advisor Representative working at Champlain Valley Financial Services, LLC in Williston, VT and has over 26 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ibn Financial Services Inc. | Liverpool, NY | Feb 2014 - Current | 10 |
| Champlain Valley Financial Services, LLC | Burlington, VT | Jan 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1997 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- NY
- VT
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts79ACCOUNTS
-
Average Account Value$107,928
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY, VT
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