Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Hubbard is a financial professional with over 23 years of experience in the industry. Douglas is currently registered with Bok Financial Securities, Inc. and is licensed to offer investment advice in all 50 states. Douglas has a strong background in securities, including municipal securities, and is committed to providing clients with the best possible service. Douglas has a proven track record of success and is dedicated to helping clients achieve their financial goals.
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.
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.
Furnishes advice about securities in any manner not described above.
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
TN
07/31/2023 - Present
BOK Financial Securities, Inc. (Memphis TN)
TN
02/22/2005 - 05/01/2023
TRUIST SECURITIES, INC. (MEMPHIS TN)
TN
06/04/2002 - 02/22/2005
NBC CAPITAL MARKETS GROUP, INC. (MEMPHIS TN)
TN
03/02/1999 - 06/21/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 09/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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