Unclaimed
Douglas John McClure is an investment advisor representative registered with Raymond James Financial Services Advisors, Inc. Douglas is an experienced professional with over 35 years in the financial industry. Douglas has a comprehensive understanding of the financial markets and can help clients with a variety of financial planning needs, including retirement planning, college savings, and estate planning. Douglas is committed to providing clients with personalized financial advice and guidance. Douglas has held previous roles at Wells Fargo Clearing Services, LLC, D.A. Davidson & Co., Securities America, Inc., and Linsco/Private Ledger Corp.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
05/07/2021 - Present
Raymond James Financial Services Advisors, Inc. (Bothell WA)
WA
09/15/2011 - 05/07/2021
WELLS FARGO CLEARING SERVICES, LLC (LYNNWOOD WA)
WA
04/27/2007 - 09/19/2011
D.A. DAVIDSON & CO. (EVERETT WA)
WA
05/31/2000 - 05/02/2007
SECURITIES AMERICA, INC. (MUKILTEO WA)
SC
09/29/1994 - 05/31/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
08/05/1993 - 10/06/1994
INDEPENDENT FINANCIAL SECURITIES, INC.
CA
04/06/1993 - 08/03/1993
MURPHEY FAVRE, INC. (IRVINE CA)
VA
02/01/1991 - 04/21/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
05/16/1989 - 02/04/1991
PACIFIC FIRST SECURITIES, LTD.
MN
01/20/1987 - 05/30/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
01/24/1986 - 12/15/1986
FIRST INVESTORS CORPORATION
IA
Issued 08/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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