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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 Burford is an investment advisor representative with Fidelity Personal And Workplace Advisors. Douglas has been in the financial services industry since May 2001. Douglas holds Series 7, 55, 63, 79 and SIE licenses. Douglas has been with Fidelity Personal And Workplace Advisors since October 2023. Douglas previously worked at CUSO Financial Services, LP, Truist Securities, Inc. and BB&T Securities, LLC. Douglas specializes in providing financial planning, portfolio management and educational seminars to individuals and businesses.
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.
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.
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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2
VA
11/21/2023 - Present
Fidelity Personal AND Workplace Advisors (GLEN ALLEN VA)
VA
04/07/2022 - 09/06/2023
CUSO FINANCIAL SERVICES, L.P. (Chester VA)
VA
08/03/2020 - 04/29/2021
TRUIST SECURITIES, INC. (RICHMOND VA)
VA
01/02/2013 - 08/03/2020
BB&T SECURITIES, LLC (RICHMOND VA)
VA
03/04/2004 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
NC
07/01/2003 - 03/03/2004
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
04/12/2000 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 12/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 08/31/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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