Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas James Perry is a financial advisor with over 20 years of experience in the industry. Douglas is currently registered with LPL Financial LLC and has offices in Tualatin, OR and Lake Oswego, OR. Before joining LPL Financial LLC, Douglas was a financial advisor with BANCWEST INVESTMENT SERVICES, INC. in Gresham, OR. Douglas has experience in providing financial planning, portfolio management, and consulting services to a wide range of clients. Douglas is committed to helping 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
OR
07/19/2023 - Present
LPL Financial LLC (TUALATIN OR)
OR
01/30/2007 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (GRESHAM OR)
NJ
10/22/2001 - 02/16/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 11/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Perry is the right advisor for you? Invested Better is here to help.
