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Douglas Ray Headley

Missionsquare Retirement

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About Douglas Ray Headley

Douglas Ray Headley is a financial advisor at Missionsquare Retirement. Douglas has been in the industry for 14 years. Douglas is registered to provide investment advisory services in District of Columbia and Virginia. Douglas holds a Series 3, Series 7, Series 63, Series 66 and SIE licenses. He is also a Certified Financial Planner. Douglas was previously registered with Ameriprise Financial Services, LLC and SunTrust Investment Services, Inc.

Firm Information

Douglas Headley is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Douglas Headley’s Registration & Firm History

DC

03/11/2020 - Present

Missionsquare Retirement (WASHINGTON DC)

VA

01/15/2018 - 02/24/2020

AMERIPRISE FINANCIAL SERVICES, LLC (WILLIAMSBURG VA)

VA

09/19/2000 - 08/07/2007

SUNTRUST INVESTMENT SERVICES, INC. (NEWPORT NEWS VA)

NA

12/18/1984 - 12/09/1987

PRUDENTIAL-BACHE SECURITIES INC.

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Licenses & Designations

BOTH

Issued 02/16/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/04/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2018

Series 7 - General Securities Representative Examination

BC

Issued 03/08/1985

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Douglas Ray Headley.
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