Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Edward Meck is a financial advisor with LPL Financial LLC, a firm that manages over $50 billion in assets. Douglas has been in the financial industry for several years, previously working at Waddell & Reed. He is a licensed investment advisor in Colorado, Oregon, and Washington. Douglas provides financial planning services and portfolio management for both individuals and businesses. He holds a Series 7, Series 63, and Series 65 licenses. Douglas is committed to helping his clients 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.
Consulting and other non-discretionary advisory 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.
1
2
WA
07/21/2021 - Present
LPL Financial LLC (SEATTLE WA)
OR
07/21/2021 - 02/02/2023
LPL FINANCIAL LLC (PORTLAND OR)
WA
12/10/2019 - 07/22/2021
WADDELL & REED (SEATTLE WA)
BC
Issued 01/06/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Douglas Meck is the right advisor for you? Invested Better is here to help.
