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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Kilroy is a financial advisor who has been in the industry since 2013. Douglas Kilroy is currently registered with Capital Group Private Client Services, Inc., a firm based in Los Angeles, California, that specializes in investment management and advisory services. Douglas Kilroy is registered with the State of California, Georgia, Illinois, Nevada, New York, and Texas. Douglas Kilroy holds the Series 7, Series 66, and SIE licenses and is a Certified Financial Planner. Douglas Kilroy has previously worked at RIM Securities LLC in Beverly Hills, California, and SmartBiz Loans in San Francisco, California.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
08/09/2024 - Present
Capital Group Private Client Services, Inc. (San Francisco CA)
CA
01/11/2013 - 08/31/2015
RIM SECURITIES LLC (BEVERLY HILLS CA)
BOTH
Issued 02/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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