Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Evernham is a financial advisor with Lincoln Investment and Capital Analysts. Douglas has been in the financial industry since 2004 and is registered with the state of Indiana and several other states. Douglas has a Series 7 and Series 63 license. Douglas specializes in retirement planning, investment management, and estate 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
06/01/2012 - Present
Lincoln Investment (Carmel IN)
IN
01/07/2009 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (INDIANAPOLIS IN)
BC
Issued 05/01/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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