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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 Johnson is a financial advisor with J. W. Cole Advisors, Inc., located in Bedford, Indiana. Johnson has been in the industry since 1985. He has extensive experience working with individuals, high-net-worth clients, businesses, corporations, and non-profit organizations. He is a Certified Financial Planner and holds Series 7 and Series 63 licenses. Prior to joining J. W. Cole Advisors, Inc., Johnson worked at Parkland Securities, LLC and Lincoln Financial Securities Corporation. He is a strong advocate for providing clients with personalized financial advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
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
IN
12/01/2015 - Present
J. W. Cole Advisors, Inc. (Bedford IN)
IN
03/01/2010 - 12/01/2015
PARKLAND SECURITIES, LLC (BEDFORD IN)
IN
10/02/2006 - 03/12/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (BEDFORD IN)
IN
03/17/1994 - 10/04/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (BEDFORD IN)
MA
04/09/1991 - 04/11/1994
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
GA
06/01/1990 - 02/04/1991
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
AZ
12/13/1985 - 12/20/1989
HUTCHISON FINANCIAL CORPORATION (PHOENIX AZ)
NA
01/25/1985 - 12/11/1985
FSC SECURITIES CORPORATION
BC
Issued 02/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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