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Douglas Clark Degroote

DE Groote Financial Group, LLC

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About Douglas Clark Degroote

Douglas Clark Degroote is a financial advisor registered with the Securities and Exchange Commission and the state of California. Douglas is affiliated with DE Groote Financial Group, LLC, a firm headquartered in Thousand Oaks, CA. Douglas has over 20 years of experience in the financial services industry. Douglas has also been a Certified Financial Planner since 2006. Douglas specializes in providing financial planning and related advice, including investment management, retirement planning and estate planning.

Firm Information

Douglas Degroote is currently registered with DE Groote Financial Group, LLC. DE Groote Financial Group, LLC is an investment advisor based in THOUSAND OAKS, CA. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. They have approximately $648,145,238 in regulatory assets under management.
DE Groote Financial Group, LLC

3013 WILLOW LANE

THOUSAND OAKS, CA 91361

$648.15M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Douglas Degroote’s Registration & Firm History

CA

09/05/2013 - Present

DE Groote Financial Group, LLC (THOUSAND OAKS CA)

CA

09/15/2006 - 12/31/2016

GIRARD SECURITIES, INC. (WESTLAKE VILLAGE CA)

CA

02/19/1997 - 10/05/2006

CROWELL, WEEDON & CO. (WESTLAKE VILLAGE CA)

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Licenses & Designations

BC

Issued 03/06/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas Clark Degroote.
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