Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas McDuffie is an investment advisor representative with Buckhead Capital Management, LLC. Douglas McDuffie has been in the industry since 2002. Douglas McDuffie is registered in Georgia as an Investment Advisor Representative (IAR). Douglas McDuffie has previously worked for Truist Investment Services, Inc., BB&T Securities, LLC, USAA Financial Advisors, Inc., Raymond James & Associates, Inc., Securian Financial Services, Inc., and Foresters Equity Services, Inc. Douglas McDuffie holds the following licenses: Series 6, Series 7, Series 63, Series 66, and SIE. Douglas McDuffie is a Certified Financial Planner. Douglas McDuffie specializes in providing financial planning, portfolio management for 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
05/28/2024 - Present
Buckhead Capital Management, LLC (ATLANTA GA)
GA
02/17/2021 - 06/04/2024
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
VA
10/19/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
08/18/2011 - 09/04/2013
USAA FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
02/22/2005 - 08/04/2011
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
MN
12/13/2002 - 01/06/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
CA
03/21/2002 - 11/15/2002
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
BC
Issued 10/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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