Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Gill is a financial advisor with over 30 years of experience in the industry. Douglas is registered with Castleview Partners, LLC in Texas and is currently applying for registration in Florida. Douglas previously held positions with Kovack Securities, Inc., Purshe Kaplan Sterling Investments, Argentus Securities, LLC, The (Wilson) Williams Financial Group, SWS Financial Services, Reed Securities Company, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Douglas is a Certified Financial Planner and holds Series 63, 7, and 24 securities licenses. Douglas provides financial planning, educational seminars, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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TX
10/05/2015 - Present
Castleview Partners, LLC (DALLAS TX)
TX
02/16/2016 - 12/31/2016
KOVACK SECURITIES INC. (Dallas TX)
TX
02/28/2014 - 02/01/2016
PURSHE KAPLAN STERLING INVESTMENTS (Dallas TX)
TX
01/04/2002 - 02/28/2014
ARGENTUS SECURITIES, LLC (DALLAS TX)
TX
04/24/2000 - 03/05/2001
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
TX
10/31/1991 - 05/05/2000
SWS FINANCIAL SERVICES (DALLAS TX)
TX
05/10/1991 - 12/21/1991
REED SECURITIES COMPANY, INC. (MARBLE FALLS TX)
MN
03/07/1991 - 04/10/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/07/1991 - 04/10/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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