Unclaimed
Austin Douglas is an investment advisor representative associated with Captrust. Austin is licensed to provide investment advisory services in Texas. Austin is a registered investment advisor representative with Series 65 license. Austin has been in the financial services industry since 2012.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/18/2024 - Present
Captrust (The Woodlands TX)
IA
Issued 07/23/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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