Unclaimed
Darrell Douglass is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Darrell has been a registered representative since 1998 and has been with Cambridge Investment Research Advisors, Inc. since 2003. Darrell is a registered Investment Advisor Representative in Illinois and a registered Investment Advisor Representative (resident) in Texas. Darrell has a Series 7, Series 63, Series 65, Series 24, and Series 99TO license. Darrell is a financial advisor with experience in a variety of financial planning needs, including retirement planning, college savings, and estate planning. Darrell is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
05/18/2012 - Present
Cambridge Investment Research Advisors, Inc. (PONTIAC IL)
IA
01/22/1998 - 09/23/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IA
Issued 06/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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