Douglas Greenberg (CRD# 2298830) is an Investment Advisor Representative working at Sb Advisory, LLC in West Linn, OR and has over 30 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Northwest Advisory, LLC | West Linn, OR | May 2019 - Current | 4 |
| Cs Planning Corp. | Portland, OR | Sep 2019 - Jun 2022 | 2 |
| Unemployed | Lake Oswego, OR | May 2018 - Apr 2019 | < 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Apr 2018 | 3 |
| Morgan Stanley | Portland, OR | Jun 2009 - Apr 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OR
- TX
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Total Assets Under Management247MILLIONS
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Total Number of Accounts826ACCOUNTS
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Average Account Value$298,777
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