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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 Behl is a financial advisor with LPL Financial LLC, based in ROSEVILLE, CA. Douglas has been in the industry since 1984, and has worked for several firms, including BRECEK & YOUNG ADVISORS, INC., GORE-HORVATH, INC., LEGEND CAPITAL CORPORATION, and INTEGRATED RESOURCES EQUITY CORPORATION. Douglas holds Series 7, Series 24, and Series 63 licenses, and also holds the SIE designation. He provides a range of financial services to his clients, including financial planning, portfolio management, pension consulting, and educational seminars.
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.
1
2
CA
08/18/2005 - Present
LPL Financial LLC (ROSEVILLE CA)
CA
12/16/1996 - 08/15/2005
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
CA
10/05/1992 - 11/06/1996
GORE-HORVATH, INC. (HUNTINGTON BEACH CA)
FL
10/27/1989 - 08/18/1992
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
NA
11/25/1983 - 10/21/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 01/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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