Unclaimed
Douglas Evory Mendenhall is an investment advisor representative associated with Fisher Investments. Douglas Mendenhall has 3 years of experience in the securities industry and is licensed to conduct investment advisory business in Florida and Texas. Douglas Mendenhall's professional experience includes roles with Florida Financial Advisors, Skar Audio, Trinity Wealth Securities L.L.C., and Fisher Investments.
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.
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.
Portfolio assessment
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.
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.
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2
FL
07/24/2023 - Present
Fisher Investments (TAMPA FL)
FL
07/15/2020 - 11/17/2020
TRINITY WEALTH SECURITIES, L.L.C. (tampa FL)
IA
Issued 08/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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