ADVISOR BIO

Douglas Wayne Cole is a financial advisor with LPL Financial LLC. Cole has over 28 years of experience in the financial industry. Cole holds Series 6, 7, 24, 52, 53, and 63 licenses and the SIE exam certification. Cole also holds the Series 65 certification. Cole has a history of working for several financial institutions, including Sagepoint Financial, Inc., Sentra Securities Corporation, Morgan Stanley DW Inc., PaineWebber Incorporated, Salomon Smith Barney Inc., and The Lincoln National Life Insurance Company. Cole is registered to provide financial advice in Arizona, California, Idaho, North Carolina, Texas, and Utah. Cole is also registered to provide investment advice in California and Texas. Cole specializes in providing financial advice to individuals, corporations, other businesses, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals.

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ADVISOR BIO

Douglas Joseph Forcheskie is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Upland, CA. Douglas has been a financial advisor since November 3, 1998, and has been with Raymond James since April 2002. Douglas holds the Series 7, Series 31, Series 63, Series 65, and SIE licenses. Douglas specializes in providing financial planning and investment advice to a variety of clients, including individuals, families, businesses, and retirement plans. Douglas also works with non-variable insurance clients.

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ADVISOR BIO

Douglas Stroot is a registered investment advisor representative with Trilogy Capital, Inc. based in San Diego, CA. Douglas has been in the financial services industry since 1994. Douglas has a strong background in investment advisory services, financial planning and selection of other advisors. Douglas is also a registered representative with LPL Financial LLC. Douglas holds Series 6, 7, 24, 51, 63 and 66 licenses. Douglas is currently registered in 10 states and has a total of 9 approved state registrations.

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ADVISOR BIO

Douglas Edward Gainer is a financial advisor with over 15 years of experience in the financial industry. Douglas Gainer is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to joining Morgan Stanley, Douglas Gainer was with CITIGROUP GLOBAL MARKETS INC. Douglas Gainer holds Series 3, 7, 9, 10, 31, 63, and 65 licenses and is registered in multiple states. Douglas Gainer provides financial advice and investment management services to a wide range of clients, including individuals, families, businesses, and institutions.

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ADVISOR BIO

Douglas Veale is a financial advisor with over 38 years of experience in the industry. Douglas is currently registered with LPL Financial LLC in FAIR OAKS, CA and has previously worked at CROWN CAPITAL SECURITIES, L.P., QUEST SECURITIES, INC., TITAN/VALUE EQUITIES GROUP, INC., THE SAXON GROUP, INC., and NYLIFE SECURITIES INC. Douglas is a Series 6, Series 22, and SIE licensed representative.

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ADVISOR BIO

Douglas Yale Frank is a financial advisor with over 40 years of experience in the industry. Douglas is currently registered with Wells Fargo Advisors Financial Network, LLC, a firm with over 2,000 licensed agents and 3,000 investment advisor representatives. Douglas specializes in financial planning, portfolio management, and pension consulting. He has held previous positions with firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A.. Douglas is a Certified Financial Planner and holds a California State Bar Law License.

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ADVISOR BIO

Douglas Benton Prezzano is a financial advisor with over 23 years of experience in the industry. Douglas is currently registered with UBS Financial Services Inc. and previously worked for Credit Suisse Securities (USA) LLC and Deutsche Banc Alex. Brown Inc. Douglas is licensed to provide investment advice in several states including California, Florida and Texas, among others.

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ADVISOR BIO

Douglas Eng is a financial advisor with over 20 years of experience in the industry. He is a registered representative with Independent Financial Group, LLC and holds Series 7, Series 63, and Series 65 licenses. Douglas has experience providing financial advice to individuals, families, businesses, and charitable organizations. Douglas also has experience providing financial planning, portfolio management, and pension consulting services. He is a dedicated and experienced advisor who is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Douglas Young Cha is a financial advisor with Morgan Stanley. Douglas has been in the industry since October 29, 2003. Douglas is registered to offer investment advice in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Nevada, New Jersey, North Carolina, Oregon, Tennessee, Utah, Virginia and Washington. Douglas is also a registered representative of Morgan Stanley & Co. Incorporated. Prior to joining Morgan Stanley, Douglas was a financial advisor at Morgan Stanley DW Inc. Douglas is a graduate of the University of California, Riverside.

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ADVISOR BIO

Douglas MacFarlane is a financial advisor who has been in the industry since 1999. Douglas is currently registered with Robert W. Baird & Co. Inc. and is licensed to provide investment advice in 31 states. Douglas has worked previously with Wells Fargo Investments, LLC and Wells Fargo Securities Inc. Douglas is also qualified to offer various financial products and services, including mutual funds, variable annuities, and retirement planning.

SPECIALIZATIONS