Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Smith is a Registered Representative with Florida Financial Advisors, LLC. Douglas Smith is also registered as an Investment Advisor Representative in Florida and Pennsylvania. Douglas has been in the financial services industry since December 2024. Douglas Smith is currently affiliated with Florida Financial Advisors, LLC in the Belmont Hills, Pennsylvania office. Douglas Smith earned his Series 65 license on November 22, 2024.
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.
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.
2% of net worth or assets for financial planning clients
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2
PA
12/03/2024 - Present
Florida Financial Advisors, LLC (Belmont Hills PA)
Active
Inactive
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