Douglas AumontCRD Number: 6435395
Current Firm: Arkadios Wealth Advisors
Douglas Aumont (CRD# 6435395) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Greenwood Village, CO and has over 8 years of experience in the finance industry. Douglas Aumont 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.
Motley Fool Wealth Management, LLC
Schaefer Financial Management, Inc.
|Arkadios Capital||Atlanta, GA||Oct 2020 - Current||2|
|Arkadios Wealth Advisors||Atlanta, GA||Oct 2020 - Current||2|
|Parkland Securities LLC||Ann Arbor, MI||Jan 2017 - Oct 2020||3|
|Spc||Ann Arbor, MI||Jan 2017 - Oct 2020||3|
|Fidelity Brokerage Services LLC||Greenwood Village, CO||Jul 2015 - Dec 2016||1|
|Oppenheimerfunds Distributor, Inc.||Centennial, CO||Jan 2015 - Jul 2015||< 1|
|Fluentstream Technologies||Denver, CO||Aug 2008 - Jul 2015||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
|S63||Uniform Securities State Law Examination||Nov 2014|
Total Assets Under Management1,901MILLIONS
Total Number of Accounts8,185ACCOUNTS
Average Account Value$232,250
- 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
- Pension consulting services
AL, AR, CA, CO, DE, FL, GA, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY
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