Unclaimed
Douglas Kirt Denlinger is an Investment Advisor Representative at LifeGuide Financial Advisors, LLC. Douglas has been in the financial services industry for over 18 years and has a broad range of experience. Douglas is registered with the state of Pennsylvania and Texas and has passed the Series 6, 7, 63, and 65 exams. Douglas specializes in providing financial planning, portfolio management, and pension consulting services. He also owns and operates a rental property business.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
PA
06/10/2020 - Present
Lifeguide Financial Advisors, LLC (Mechanicsburg PA)
PA
09/02/2004 - 11/29/2016
PROEQUITIES, INC. (MECHANICSBURG PA)
TX
11/21/2003 - 08/03/2004
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
IA
Issued 02/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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