Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas R. Thorpe is a financial advisor with over 20 years of experience in the industry. Douglas is registered with Valmark Advisers, Inc. in Parkersburg, West Virginia and Marietta, Ohio. Douglas is also registered with the state of California, Colorado, Connecticut, Delaware, Florida, Georgia, Indiana, Iowa, Kentucky, Louisiana, Maryland, Michigan, Mississippi, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, Washington and West Virginia. Douglas holds the Series 6, 7, 24, and 63 securities licenses, as well as the SIE exam. Douglas is also a Certified Financial Planner and a Chartered Financial Consultant. Douglas specializes in providing financial planning, portfolio management, and consulting services to individuals, families, businesses, and investment companies. Douglas's clients have access to a wide range of investment products and services through Valmark Advisers, Inc. and Douglas works with clients on a variety of financial planning needs, including retirement planning, college savings, estate planning, and insurance planning.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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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WV
01/25/2007 - Present
Valmark Advisers, Inc. (PARKERSURG WV)
WV
06/07/2001 - 01/26/2007
NEW ENGLAND SECURITIES (PARKERSBURG WV)
BC
Issued 06/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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