Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Wayne McCulley is an Investment Advisor Representative at The Colony Group, LLC in Plano, Texas. Douglas has been in the financial services industry since 1998, and has experience in investment advisory, insurance and financial planning. Douglas is also a Certified Financial Planner. Douglas has previously worked with USAA Financial Advisors, Inc. and Prospera Financial Services, Inc. Douglas's current firm, The Colony Group, is headquartered in Boston, Massachusetts, and has over $50 billion in assets under management. The Colony Group provides investment management, financial planning, insurance, and tax services to a variety of clients, including individuals, families, businesses, and charitable organizations.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
TX
07/02/2024 - Present
THE Colony Group, LLC (PLANO TX)
TX
06/17/2004 - 06/06/2012
USAA FINANCIAL ADVISORS, INC. (DALLAS TX)
TX
08/31/1998 - 05/24/2004
PROSPERA FINANCIAL SERVICES, INC. (DALLAS TX)
BC
Issued 02/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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