Douglas Brinker (CRD# 4633836) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Allentown, PA and has over 21 years of experience in the finance industry.
CRD# 5579611
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4939373
Cetera Investment Advisers LLC
CRD# 4670873
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Allentown, PA | Mar 2020 - Current | 4 |
Ameriprise Financial Services, Inc. | Orefield, PA | Aug 2018 - Mar 2020 | 1 |
Investment Professionals Inc. | San Antonio, TX | Jul 2014 - Aug 2018 | 4 |
Allstate Insurance Co | East Greenville, PA | Dec 2010 - Jul 2014 | 3 |
Brinker Financial Group | Macungie, PA | Oct 2004 - Jul 2014 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2003 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- PA
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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