Douglas ClevengerCRD 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.
Kingsbridge Wealth Management, Inc.
The Investment Counsel Company
Hornor, Townsend & Kent, Inc.
|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|
Total Assets Under Management1,223MILLIONS
Total Number of Accounts5,791ACCOUNTS
Average Account Value$211,187
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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