Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Franklin Karr is a financial advisor with TLG Advisors, Inc.. Douglas is based in New Orleans, Louisiana and has been working in the financial services industry since 1996. He offers a range of services including financial planning, portfolio management, and educational seminars. Douglas is a Certified Financial Planner and has a wide range of experience in the financial services industry. Douglas's previous experience includes working as an advisor for several large financial institutions, including Nationwide Investment Services Corporation, BB&T Investment Services, Inc., and Southtrust Securities, Inc. Douglas is currently registered as an investment advisor representative in Louisiana and holds several professional certifications.
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.
Placement of institutional funds
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.
1
2
LA
03/03/2021 - Present
TLG Advisors, Inc. (New Orleans LA)
CO
07/15/2019 - 07/29/2020
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
CO
04/18/2017 - 03/29/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
AL
02/24/2010 - 03/20/2017
PROEQUITIES, INC. (BIRMINGHAM AL)
NJ
03/29/2006 - 02/26/2009
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
OH
12/05/2005 - 03/16/2006
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
WI
03/28/2003 - 07/21/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
AL
08/27/2002 - 04/01/2003
SAL FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
NC
03/29/2001 - 07/12/2002
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
AL
06/01/1995 - 01/06/2001
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
NY
08/03/1998 - 04/10/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
03/07/1997 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
09/01/1994 - 06/05/1995
SOUTHTRUST INVESTMENT SERVICES, INC.
AL
09/15/1992 - 08/31/1994
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 02/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/24/1997
Series 4 - Registered Options Principal Examination
BC
Issued 08/26/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Karr is the right advisor for you? Invested Better is here to help.
