Douglas Wilkinson
CRD Number: 5969810
Current Firm: Cambridge Investment Research Advisors, Inc.
CRD# 3229164
Commonwealth Financial Network
CRD# 843581
Financial Guidance Group, Inc.
CRD# 6673621
Econologics Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2021 - Current | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2021 - Current | 2 |
| First Command Advisory Services | Fort Worth, TX | Dec 2015 - Jan 2021 | 5 |
| First Command Financial Planning, Inc. | Tampa, FL | Dec 2015 - Jan 2021 | 5 |
| First Command Financial Planning, Inc. | Tampa, FL | Dec 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- FL
-
Total Assets Under Management82,247MILLIONS
-
Total Number of Accounts382,713ACCOUNTS
-
Average Account Value$214,906
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Full Coverage Financial Planning. and Cambridge are not affiliated
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