Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Brackin is a financial advisor with over 25 years of experience in the financial services industry. Douglas is registered to offer investment advice and securities products in several states. Douglas is currently affiliated with Planmember Securities Corp. and previously held roles at ONEAMERICA SECURITIES, INC., ALLSTATE FINANCIAL SERVICES, LLC, REGULUS ADVISORS, LLC, AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC., THURSTON, SPRINGER, MILLER, HERD & TITAK, INC., SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC. and EDWARD D. JONES & CO., L.P.. Douglas is dedicated to helping individuals and families 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.
Provides investment supervisory services
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.
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2
IN
10/08/2020 - Present
Planmember Securities Corp. (Fishers IN)
IN
05/09/2019 - 10/21/2020
ONEAMERICA SECURITIES, INC. (Carmel IN)
IN
04/18/2017 - 05/14/2019
ALLSTATE FINANCIAL SERVICES, LLC (FORT WAYNE IN)
IN
12/19/2014 - 04/05/2017
REGULUS ADVISORS, LLC (Fishers IN)
IN
11/01/2012 - 12/31/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (FISHERS IN)
IN
08/02/2010 - 10/31/2012
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. (INDIANAPOLIS IN)
IN
10/31/2005 - 07/30/2010
SAGEPOINT FINANCIAL, INC. (FISHERS IN)
AZ
06/02/1999 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IN
01/07/1997 - 06/02/1999
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. (INDIANAPOLIS IN)
MO
01/11/1996 - 01/07/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 06/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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