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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 Irish is a financial advisor who has been in the industry for over 18 years. Douglas is registered with LPL Financial LLC, which is headquartered in Fort Mill, South Carolina. Douglas's areas of expertise include portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Douglas is also registered as an Investment Advisor Representative in Oregon and Texas. Prior to joining LPL Financial, Douglas was a financial advisor with Waddell & Reed in Portland, Oregon.
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.
Consulting and other non-discretionary advisory services
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.
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2
OR
07/10/2024 - Present
LPL Financial LLC (PORTLAND OR)
OR
08/09/2004 - 07/21/2021
WADDELL & REED (PORTLAND OR)
IA
Issued 11/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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