Unclaimed
Douglas McCown has been in the financial services industry since 1991. He is currently a Registered Representative with LPL Financial LLC and is also a Certified Financial Planner. Douglas is a veteran financial advisor with experience across multiple firms, including OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., and H.D. VEST INVESTMENT SECURITIES, INC. He is dedicated to providing financial advice and guidance to a diverse clientele, which includes individuals, families, businesses, and charitable organizations. Douglas is a highly experienced advisor and is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
1
2
TX
10/04/2023 - Present
LPL Financial LLC (ARLINGTON TX)
TX
09/01/2023 - 10/10/2023
OSAIC WEALTH, INC. (ARLINGTON TX)
TX
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ARLINGTON TX)
AZ
10/08/1997 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
08/16/1991 - 10/07/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 09/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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