Douglas RichardsonCRD Number: 5945113
Current Firm: Fair Oaks Financial LLC
Douglas Richardson (CRD# 5945113) is an Investment Advisor Representative working at Fair Oaks Financial LLC in Fair Oaks Ranch, TX and has over 10 years of experience in the finance industry. Douglas Richardson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Boynton Financial LLC
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
|Fair Oaks Financial LLC||Fair Oaks Ranch, TX||Nov 2020 - Current||2|
|Unemployed||Fair Oaks Ranch, TX||Jul 2020 - Nov 2020||< 1|
|Pax Financial Group, LLC||San Antonio, TX||Jun 2016 - Jul 2020||4|
|Lpl Financial LLC||San Antonio, TX||Feb 2012 - Jul 2017||5|
|360 Wealth Management, LLC||San Antonio, TX||Oct 2013 - Sep 2016||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management6MILLIONS
Total Number of Accounts13ACCOUNTS
Average Account Value$443,903
- 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
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