Unclaimed
Douglas Bridges is a financial advisor registered with Valic Financial Advisors, Inc. Douglas has been working in the financial industry since 2001 and has a wide range of experience in providing investment advice. Douglas holds Series 7 and Series 66 securities licenses as well as the SIE exam. Douglas is a Certified Financial Planner™ professional and is registered in 13 states.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
1
2
NC
07/13/2006 - Present
Valic Financial Advisors, Inc. (GREENSBORO NC)
SC
05/05/2005 - 07/31/2006
FIRST COMMAND FINANCIAL PLANNING, INC. (COLUMBIA SC)
NY
10/03/2003 - 05/02/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IN
07/11/2003 - 10/10/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
02/28/2002 - 07/03/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
10/26/2001 - 01/17/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 09/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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