Douglas Stewart (CRD# 6118942) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenwood, IN and has over 6 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates, Inc. | Greenwood, IN | Jun 2019 - Current | 4 |
| Pacific Life Insurance Company | Omaha, NE | May 2017 - Jun 2019 | 2 |
| Indiana University | Bloomington, IN | Aug 2016 - May 2017 | < 1 |
| Mutual Of Omaha-mid America | Indianapolis, IN | May 2016 - Aug 2016 | < 1 |
| Hickory Stick Golf Club | Greenwood, IN | Jun 2011 - Aug 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- IN
- TX
-
Total Assets Under Management350,042MILLIONS
-
Total Number of Accounts992,551ACCOUNTS
-
Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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