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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 Matthews is a financial advisor at Gallagher Fiduciary Advisors, LLC. He has been in the financial industry since 2002. Douglas specializes in portfolio management for individuals and businesses. Douglas also provides financial planning, pension consulting, and selection of other advisers. He is registered with the state of Ohio.
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.
See schedule d misc. for explanation
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
OH
05/04/2022 - Present
Gallagher Fiduciary Advisors, LLC (Cleveland OH)
OH
07/19/2022 - 08/23/2024
TRIAD ADVISORS LLC (Cleveland OH)
OH
04/09/2018 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (CLEVELAND OH)
OH
09/18/2013 - 02/24/2014
LPL FINANCIAL LLC (AKRON OH)
OH
07/02/2013 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (AKRON OH)
OH
09/20/2010 - 08/01/2011
FIRSTMERIT FINANCIAL SERVICES, INC (AKRON OH)
OH
08/24/2007 - 07/08/2008
THE HUNTINGTON INVESTMENT COMPANY (PEPPER PIKE OH)
OH
03/05/2007 - 08/01/2007
NATIONAL PLANNING CORPORATION (PEPPER PIKE OH)
OH
06/02/2003 - 03/27/2006
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
CT
05/09/1994 - 02/16/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
NA
10/25/1984 - 11/21/1989
PRESCOTT, BALL & TURBEN, INC.
BC
Issued 12/31/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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