Unclaimed
Douglas Aldridge jr is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Douglas has been in the financial services industry since June 2003. Douglas is also affiliated with Aldridge Private Wealth Management Group LLC and Adoptio Capital LLC.
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.
Investment consulting services to institutional clients
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.
1
2
GA
09/30/2022 - Present
Wells Fargo Advisors Financial Network, LLC (ATLANTA GA)
GA
03/23/2009 - 09/30/2022
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
10/02/2006 - 03/26/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
GA
08/12/2003 - 10/03/2006
MORGAN STANLEY DW INC. (ALPHARETTA GA)
NY
06/25/2001 - 08/15/2001
WAGNER STOTT BEAR SPECIALISTS LLC (NEW YORK NY)
BOTH
Issued 09/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2010
Series 3 - National Commodity Futures Examination
BC
Issued 12/06/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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