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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 Hepburn is a financial advisor with Cetera Investment Advisers LLC. Douglas has been in the industry since 1997 and is registered in Colorado, Florida, Georgia, Maryland, Pennsylvania, Washington, and Wyoming. Douglas holds the Series 63, 65, 7, and SIE licenses and is also a Certified Financial Planner. Douglas specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
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
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (RADNOR PA)
IN
01/02/2003 - 10/24/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 10/24/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
02/24/1997 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 9/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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