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Douglas Ray Claycomb

Plan Group Financial, Inc.

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About Douglas Ray Claycomb

Douglas Claycomb is an investment advisor representative with Plan Group Financial, Inc., located in Oklahoma City, OK. Douglas has been in the industry since May 30, 2005. He holds Series 66, SIE, and Series 7 licenses. Douglas has been with Plan Group Financial, Inc. since June 2006. His previous experience includes roles at St. Bernard Financial Services, Inc., Saxony Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Douglas Claycomb is currently registered with Plan Group Financial, Inc.. Plan Group Financial, Inc. is an investment advisor based in Oklahoma City, OK. The firm offers financial planning and portfolio management services to individuals, including high-net-worth individuals, and has approximately $346.9 million in regulatory assets under management.
Plan Group Financial, Inc.

101 N.E. 82ND STREET

OKLAHOMA CITY, OK 73114

$346.93M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Douglas Claycomb’s Registration & Firm History

OK

01/12/2023 - Present

Plan Group Financial, Inc. (OKLAHOMA CITY OK)

OK

06/02/2015 - 11/16/2023

SAXONY SECURITIES, INC. (Oklahoma City OK)

AR

09/12/2013 - 04/09/2015

ST. BERNARD FINANCIAL SERVICES, INC. (RUSSELLVILLE AR)

OK

07/11/2011 - 09/21/2012

FSC SECURITIES CORPORATION (OKLAHOMA CITY OK)

OK

04/04/2008 - 07/15/2011

SIGNAL SECURITIES, INC. (OKLAHOMA CITY OK)

OK

03/10/2004 - 05/03/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)

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Licenses & Designations

BOTH

Issued 04/26/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Douglas Ray Claycomb.
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