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Douglas Lee McDermott

Brokers International Financial Services, LLC

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About Douglas Lee McDermott

Douglas McDermott is a financial advisor with over 30 years of experience in the industry. Douglas is currently registered with Brokers International Financial Services, LLC. Previously, Douglas was employed by Veritrust Financial, LLC, USAllianz Securities, Inc., Conseco Securities, Inc., Intersecurities, Inc., Conseco Financial Services, Inc., Metropolitan Life Insurance Company and Southwestern Management & Research Corporation. Douglas specializes in retirement planning, portfolio management for individuals, and educational seminars. Douglas holds the Series 6 and Series 63 licenses and the Chartered Financial Consultant designation.

Firm Information

Douglas McDermott is currently registered with Brokers International Financial Services, LLC. Brokers International Financial Services, LLC is a Limited Liability Company based in Urbandale, IA, that provides investment advisory services to individuals, businesses, charitable organizations, and other investment advisors. The firm is registered with the SEC and in all 51 states and has over 180 licensed agents, 173 investment advisor representatives, and 197 registered representatives. They have approximately $2 billion in assets under management, with a majority of their clients being individuals other than high-net-worth, followed by high-net-worth individuals. They also offer educational seminars and publish periodicals, and they are involved in wrap fee program participation.
Brokers International Financial Services, LLC

4135 NW URBANDALE DR

URBANDALE, IA 50322

$2.00B

Assets Under Management

10

Total Clients

226

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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other

Percentage of assets managed by third-party advisor firms

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Douglas McDermott’s Registration & Firm History

IA

03/01/2023 - Present

Brokers International Financial Services, LLC (URBANDALE IA)

TX

01/14/2003 - 01/03/2005

VERITRUST FINANCIAL, LLC (AUSTIN TX)

MN

01/18/2001 - 10/14/2002

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

IN

08/05/1998 - 01/24/2001

CONSECO SECURITIES, INC. (CARMEL IN)

FL

11/21/1996 - 11/08/1999

INTERSECURITIES, INC. (ST. PETERSBURG FL)

IN

07/03/1986 - 08/05/1998

CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)

NY

04/15/1992 - 09/23/1996

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NA

10/14/1985 - 07/03/1986

SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION

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Licenses & Designations

BC

Issued 12/30/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas Lee McDermott.
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