Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Burnett is a financial advisor with Valic Financial Advisors, Inc. Douglas has over 20 years of experience in the financial services industry. Douglas is a registered representative in Georgia, North Carolina, South Carolina, and Washington. Douglas has a Series 7, Series 31, and Series 66 license. Douglas specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses. Douglas offers financial planning and portfolio management services. In addition to working at Valic Financial Advisors, Inc., Douglas also works as an insurance agent. Douglas also previously worked at Raymond James Financial Services, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
A percentage of the total value of assets under management is charged.
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2
NC
09/14/2016 - Present
Valic Financial Advisors, Inc. (DURHAM NC)
GA
07/29/2011 - 08/29/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (WHITMARSH ISLAND GA)
GA
06/01/2009 - 08/15/2011
MORGAN STANLEY SMITH BARNEY (SAVANNAH GA)
GA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAVANNAH GA)
GA
06/02/2006 - 04/02/2007
MORGAN STANLEY DW INC. (SAVANNAH GA)
GA
08/11/2003 - 04/03/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAVANNAH GA)
BOTH
Issued 09/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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