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Douglas William Suhr

Whitener Capital Management, Inc.

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About Douglas William Suhr

Douglas Suhr is a financial advisor with over 20 years of experience. Douglas currently works for Whitener Capital Management, Inc. and is registered to provide investment advice in North Carolina and Rhode Island. Douglas specializes in providing financial planning, portfolio management for individuals and businesses. Douglas is a Certified Financial Planner and holds a Series 3, 7, 9, 10, 63 and 65 licenses.

Firm Information

Douglas Suhr is currently registered with Whitener Capital Management, Inc.. Whitener Capital Management, Inc. is an investment advisor based in Rocky Mount, NC, with over $409 million in assets under management. The firm primarily serves individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, corporations, and charitable organizations. Whitener Capital Management provides financial planning and portfolio management services for individuals and businesses.
Whitener Capital Management, Inc.

3993 SUNSET AVENUE

ROCKY MOUNT, NC 27804

$409.23M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Douglas Suhr’s Registration & Firm History

RI

12/23/2020 - Present

Whitener Capital Management, Inc. (Middletown RI)

RI

10/21/2013 - 06/03/2015

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PROVIDENCE RI)

MA

03/09/2012 - 10/09/2013

FIDELITY BROKERAGE SERVICES LLC (BRAINTREE MA)

TX

02/28/2000 - 01/29/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NJ

02/07/1997 - 06/11/1999

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 03/27/2012

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/14/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/04/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/03/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2012

Series 7 - General Securities Representative Examination

BC

Issued 06/09/1997

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas William Suhr.
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