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William R. Douglas

Western Wealth Management LLC

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About William R. Douglas

William R. Douglas is a registered investment advisor representative with Western Wealth Management LLC, an independent investment advisory firm. William has been in the financial industry since 2008 and has a Series 7, Series 66, and SIE license. William provides investment advisory services through Western Wealth Management LLC. The firm is headquartered in Golden, Colorado and has offices in Durango, Colorado. William specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

Firm Information

William Douglas is currently registered with Western Wealth Management LLC. Western Wealth Management LLC is an investment advisor headquartered in GOLDEN, CO. The firm has over 44 licensed agents and 88 investment advisor representatives. Western Wealth Management LLC manages approximately $3.25 billion in assets for individuals, businesses, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers a variety of services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
Western Wealth Management LLC

14143 DENVER PKWY.,

GOLDEN, CO 80401

$3.25B

Assets Under Management

47

Total Clients

80

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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William Douglas’s Registration & Firm History

CO

12/10/2021 - Present

Western Wealth Management LLC (Durango CO)

CO

11/20/2008 - 08/05/2014

AXA ADVISORS, LLC (DURANGO CO)

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Licenses & Designations

BOTH

Issued 12/30/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William R. Douglas.
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