Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Branch is a financial advisor currently registered with Merit Financial Advisors. Douglas is also registered with the state of Florida. Douglas has worked in the financial industry since August 17, 2005. Douglas has worked for several financial institutions in the past, including LPL FINANCIAL LLC, NFP SECURITIES, INC., WACHOVIA SECURITIES FINANCIAL NETWORK, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and GPC SECURITIES, INC.. Douglas has passed the Series 63, Series 66, Series 7, and Series 24 exams.
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.
A percentage of the total value of assets under management is charged.
Consulting fees
1
2
GA
05/03/2023 - Present
Merit Financial Advisors (ALPHARETTA GA)
FL
07/23/2013 - 08/16/2024
LPL FINANCIAL LLC (OAKLAND PARK FL)
TX
01/09/2007 - 12/19/2012
NFP SECURITIES, INC. (AUSTIN TX)
GA
10/20/2006 - 01/18/2007
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ATLANTA GA)
NY
01/26/2006 - 07/17/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
10/13/2004 - 07/17/2006
GPC SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 04/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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