Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Blakely Lachenauer is a financial advisor with Robert W. Baird & Co. Inc., with over 2 years of experience in the industry. Douglas has a Series 63, Series 79TO, and SIE licenses. Douglas has a proven track record of helping clients achieve their financial goals. Douglas is committed to providing personalized advice and guidance to help clients make informed decisions about their investments. Douglas is registered in Virginia, New York and District of Columbia.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
VA
01/08/2024 - Present
Robert W. Baird & Co. Inc. (Tysons VA)
NY
06/20/2022 - 12/20/2023
DRAKE STAR SECURITIES LLC (NEW YORK NY)
BC
Issued 06/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Douglas Lachenauer is the right advisor for you? Invested Better is here to help.
