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Corient | CFP ® (Certifications)

0 Disclosures

ADVISOR BIO

Douglas Mcmorris Brown is a financial advisor with Corient, based in Charlotte, North Carolina. He is a Certified Financial Planner and has been in the financial services industry since 2012. Douglas has a background in various sectors, including financial services, education, and hospitality, which provides him with a broad understanding of individual needs. Douglas works with a variety of clients, including individuals, businesses, and charitable organizations. He provides a range of financial services, including financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Golden, CO

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Howard Pardieck is a financial advisor with over 10 years of experience in the industry. Douglas is currently registered with Cambridge Investment Research Advisors, Inc. and works out of their Golden, Colorado office. Prior to joining Cambridge, Douglas was an advisor at Edward Jones. Douglas is a Series 7, Series 66 and SIE licensed advisor. Douglas specializes in providing financial planning, portfolio management, and pension consulting services. Douglas is also an independent insurance agent.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Pittsburgh, PA

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Douglas John Turner is a financial advisor with over 40 years of experience. Turner is currently registered with Cambridge Investment Research Advisors, Inc. and has previously been registered with JANNEY MONTGOMERY SCOTT LLC and PARKER/HUNTER INCORPORATED. Turner holds multiple securities licenses and is licensed to conduct business in numerous states. Turner provides various advisory services to individuals, corporations, pension and profit-sharing plans, and state or municipal government entities. Turner specializes in portfolio management and financial planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Queen Creek, AZ

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Sattler is an investment advisor representative at Cambridge Investment Research Advisors, Inc., a firm with over 70,000 clients and over 80 billion dollars in assets under management. Douglas has been working in the financial services industry since 2002. Douglas has a variety of licenses and certifications including Series 66, Series 7 and SIE. Douglas provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and individuals, and other investment-related services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Onawa, IA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Kent Zima is a financial professional with over 39 years of experience in the securities industry. Douglas is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since January 2019. Previously, Douglas was registered with Securities America, Inc. and VSR Financial Services, Inc. Douglas specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

SAN FRANCISCO, CA

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Douglas McAllister is an active financial advisor with over 25 years of experience in the industry. Douglas is registered in multiple states including California, New York, and Oregon. Douglas is currently employed with Cambridge Investment Research Advisors, Inc., and has held a Series 63, Series 65 and Series 7 license. Douglas specializes in working with high net worth individuals, pension and profit-sharing plans, as well as other individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Phoenix, MD

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Madairy is a financial advisor with over 29 years of experience in the industry. Douglas is currently registered with Cambridge Investment Research Advisors, Inc. in Maryland. Previously, Douglas was registered with National Planning Corporation, Medallion Investment Services, Inc., Securities Service Network, Inc., IFG Network Securities, Inc., and Comprehensive Financial Services, Inc. Douglas is a Certified Public Accountant (CPA) and holds a variety of licenses and certifications, including Series 6, 7, 24, 51, and 63. Douglas has a wide range of experience in financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Oxford, MS

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Douglas William Atkinson is a financial advisor in Oxford, MS. Douglas is a Registered Representative (RR) and Investment Advisor Representative (IAR) at Cambridge Investment Research Advisors, Inc. Douglas's firm has offices in Oxford, MS and has been in business for 12 years. Douglas has been in the securities industry for 30 years and has worked at multiple firms prior to joining Cambridge Investment Research Advisors, Inc. Douglas William Atkinson works with individuals, businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Wayland, MA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Gower is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Wayland, MA. Douglas has been working in the financial services industry since 2010 and holds Series 6, 7, 63, and 65 licenses. Douglas has a background in insurance and has experience with clients of all types, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Douglas specializes in financial planning, portfolio management, and educational seminars. In addition to Cambridge Investment Research, Douglas also has previous experience with John Hancock Distributors LLC and Mutual of Omaha Investment Services, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Conroe, TX

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Douglas King is a financial advisor who has been in the industry since 2011. He is currently registered with Cambridge Investment Research Advisors, Inc. and has a Series 66, Series 7 and SIE license. Douglas is based in Conroe, TX and is a Registered Representative (RR) and Investment Advisor Representative (IAR) of Cambridge. Douglas also has a branch office location in Denton, TX. In addition to his financial advisory work, Douglas is a rental property owner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services

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