Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas MacLardy is an investment advisor representative with Concurrent Investment Advisors, LLC. Douglas is currently registered with Washington. Douglas has been in the securities industry for over 30 years, having held previous positions at LPL Financial, Raymond James Financial Services, Inc., and PURSHE KAPLAN STERLING INVESTMENTS. Douglas is a Series 6, Series 7, and Series 63 licensed representative as well as holding a Series 65.
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.
Personalized portfolio management to meet individual financial objectives.
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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WA
04/18/2023 - Present
Concurrent Investment Advisors, LLC (Vancouver WA)
WA
04/18/2023 - 07/01/2024
PURSHE KAPLAN STERLING INVESTMENTS (Vancouver WA)
WA
10/18/2019 - 05/09/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (VANCOUVER WA)
WA
12/19/2007 - 11/04/2019
LPL FINANCIAL LLC (VANCOUVER WA)
WA
01/01/2004 - 12/20/2007
ING FINANCIAL PARTNERS, INC. (VANCOUVER WA)
IA
01/17/2001 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
02/01/1999 - 01/16/2001
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
AZ
08/01/1995 - 02/01/1999
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
06/28/1994 - 08/02/1995
G. R. PHELPS & CO., INC.
CT
07/26/1994 - 08/01/1995
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
MA
06/07/1991 - 06/28/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CT
08/27/1990 - 06/11/1991
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CA
04/27/1987 - 08/29/1990
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 06/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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