Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Askins is a financial advisor with over 15 years of experience in the industry. Douglas is currently registered with Schwab Wealth Advisory, Inc. and has been with the firm since 2021. Prior to that, Douglas was with USAA Financial Advisors, Inc. from 2015 to 2020. Douglas holds the Series 7, Series 63, and Series 65 licenses. Douglas is also a Certified Financial Planner. Douglas specializes in financial planning, portfolio management for individuals and businesses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
06/21/2021 - Present
Schwab Wealth Advisory, Inc. (Parker CO)
CO
03/05/2015 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
IA
Issued 10/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Douglas Askins is the right advisor for you? Invested Better is here to help.
