Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Dunnevant is a financial professional with over 35 years of experience in the financial services industry. Douglas currently holds a Series 6, Series 22, Series 63, and Series 65 license and is registered with Cambridge Investment Research Advisors, Inc.. Douglas is a Chartered Financial Consultant and has previously worked with TOWER SQUARE SECURITIES, INC., CAPITAL BROKERAGE CORPORATION, and FORTH FINANCIAL SECURITIES, CORPORATION. Douglas is committed to providing personalized financial advice and helping clients reach 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
09/29/2011 - Present
Cambridge Investment Research Advisors, Inc. (RICHMOND VA)
VA
01/02/2004 - 10/10/2011
TOWER SQUARE SECURITIES, INC. (RICHMOND VA)
VA
12/01/1997 - 12/31/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
10/30/1985 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/29/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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