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Douglas Lawrence Whitmore

Steward Partners Investment Advisory, LLC

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About Douglas Lawrence Whitmore

Douglas Lawrence Whitmore is a financial advisor currently registered with Steward Partners Investment Advisory, LLC. Douglas has been in the financial services industry since 2010 and has a wide range of experience. Douglas is registered in 21 states for both Broker-Dealer and Investment Advisor activities, and has Series 7, Series 31, and Series 66 securities licenses. Douglas is a highly experienced financial advisor, offering a variety of financial services to a diverse client base.

Firm Information

Douglas Whitmore is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisor with 354 registered representatives and 254 licensed agents. The firm has a total of 45203 accounts under management with assets totaling $20,433,200,577. Steward Partners Investment Advisory, LLC provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. The firm also offers other advisory services including financial consulting. They serve a variety of client types including charitable organizations, corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and state or municipal government entities.
Steward Partners Investment Advisory, LLC

161 W I-65 SERVICE ROAD N

MOBILE, AL 36608

$20.43B

Assets Under Management

21,758

Total Clients

356

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Douglas Whitmore’s Registration & Firm History

AL

02/01/2024 - Present

Steward Partners Investment Advisory, LLC (MOBILE AL)

AL

01/24/2014 - 02/08/2024

WELLS FARGO CLEARING SERVICES, LLC (MOBILE AL)

AL

02/08/2010 - 01/31/2014

MORGAN STANLEY (MOBILE AL)

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Licenses & Designations

BOTH

Issued 4/6/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/27/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 2/4/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Douglas Lawrence Whitmore.
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