Unclaimed
Douglas Kyle McLemore is a financial advisor with over 20 years of experience in the financial services industry. Douglas is currently registered with Advisor Resource Council and holds a Series 7, Series 63, and Series 66 securities licenses. Douglas provides a variety of financial services to individuals, families, and businesses. This includes financial planning, investment management, and retirement planning. Douglas is also a Registered Investment Advisor. Douglas has a strong commitment to providing clients with personalized service and helping them 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.
Helps you choose top advisors aligned with your financial goals.
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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TX
07/09/2012 - Present
Advisor Resource Council (STEPHENVILLE TX)
WI
06/04/2004 - 08/17/2005
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
MO
12/10/2002 - 06/07/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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