Douglas Clevenger, financial advisor Las Vegas NV
96 score

Douglas Clevenger

CRD Number: 4457947
Current Firm: The Wealth Consulting Group

Douglas Clevenger (CRD# 4457947) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 16 years of experience in the finance industry. Douglas Clevenger 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.

Similar Advisors
David Dunn, financial advisor Las Vegas NV
David J. Dunn
CRD# 2514757
Kingsbridge Wealth Management, Inc.
Score
100
Similar Advisors
Randy Garcia, financial advisor Las Vegas NV
Randy A. Garcia
CRD# 862041
The Investment Counsel Company
Score
100
Similar Advisors
Winfield Greenwood, financial advisor Las Vegas NV
Winfield C. Greenwood
CRD# 5106024
Hornor, Townsend & Kent, Inc.
Score
100
Professional Designations
Company Name Location Dates Years
Wcg Wealth Advisors, LLC La Jolla, CA Nov 2017 - Current < 1
Lpl Financial, LLC La Jolla, CA Nov 2017 - Current < 1
1st Global Insurance Services, Inc. La Jolla, CA Oct 2003 - Nov 2017 14
1st Global Advisors, Inc. La Jolla, CA Jan 2002 - Nov 2017 15
1st Global Capital Corp La Jolla, CA Oct 2001 - Nov 2017 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Douglas R. Clevenger
Phone Number: (702) 263-1919
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,223
    MILLIONS
  • Total Number of Accounts
    5,791
    ACCOUNTS
  • Average Account Value
    $211,187
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Douglas Clevenger and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.