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Douglas Antrim is a financial advisor registered with Fidelity Personal and Workplace Advisors. Douglas is registered to provide investment advice in California and Texas. Douglas is also a co-founder of Akin Op LLC and property manager for Lax Family Real Estate. Douglas has experience working with various clients including corporations, individuals, high-net-worth individuals, pension plans and charitable organizations. Douglas has been working in the financial industry since 2010.
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.
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.
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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CA
09/25/2024 - Present
Fidelity Personal AND Workplace Advisors (PASADENA CA)
Active
Inactive
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