Douglas SchallerCRD Number: 1066815
Current Firm: Schaller Investment Group, Inc.
Douglas Schaller (CRD# 1066815) is an Investment Advisor Representative working at Schaller Investment Group, Inc. in Winston Salem, NC and has over 34 years of experience in the finance industry.
Triad Financial Advisors, Inc.
Nfp Advisor Services, LLC
Ameriprise Financial Services, Inc.
|#ia Bt Alex. Brown Incorporated||Baltimore, MD||Nov 1985 - Current||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1982|
|S65||NASAA Investment Advisors Law Examination||Mar 1996|
Total Assets Under Management187MILLIONS
Total Number of Accounts95ACCOUNTS
Average Account Value$1,967,828
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)