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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 Wellington Shultz is a financial advisor with Integrated Advisors Network LLC, a firm registered with the Securities and Exchange Commission (SEC). Douglas has been in the industry since 2011. Douglas has licenses in California and Texas. The firm has offices in San Diego, California and Dallas, Texas. Douglas specializes in providing financial planning, portfolio management, and educational seminars to individuals, corporations, businesses, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Douglas is also a co-owner of Yorkshire College Planning, providing college planning services.
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.
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.
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CA
12/16/2016 - Present
Integrated Advisors Network LLC (San Diego CA)
CA
06/29/2015 - 12/15/2016
SII INVESTMENTS, INC. (SAN DIEGO CA)
CA
05/01/2014 - 07/06/2015
PRUCO SECURITIES, LLC. (SAN DIEGO CA)
CA
07/06/2011 - 05/14/2014
WELLS FARGO ADVISORS, LLC (POWAY CA)
IA
Issued 06/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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