Advisor at Nations Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Oradell, NJ
Credentials
CFP®, CFA®, Series 63, Series 66
Industry experience
26 years
Brian Doughney is a CFP® and CFA® with 26 years of industry experience. He is currently with Nations Financial Group, Inc. and has previously worked at Fidelity Investments and its affiliated entities for a combined 13 years. Outside of his advisory role, he owns Fortress Wealth Planning, where he provides investment and advisory services. Nations Financial Group, Inc. offers investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a range of proprietary model portfolios and outside managers tailored to client objectives, risk tolerance, and liquidity needs.
Based on Nations Financial Group, Inc.
Based on Nations Financial Group, Inc.
Financial Consulting services charged on a one-time basis, fee varies and is negotiated per client agreement.
$0+: Up to 2.25% for discretionary, non-discretionary, and sub-adviser advisory accounts (additional transaction or trading costs may apply) $0+: Up to 2.50% for all-inclusive wrap accounts (NFGI Wrap) where transaction costs are included in the fee $0+: 0.10% - 0.30% for NFGI 401K Portfolios offered as 3(38) manager $0+: Up to 1.50% for NFGI Portfolios, may be discounted by the IAR
Commissions earned by IARs acting as registered representatives on securities transactions in commission-based brokerage accounts.
Account minimum: $25,000
Oradell, NJ
New Jersey
Nations Financial Group, Inc.
2025 - Present (1 year)
Fidelity Investments
2025 - 2025 (1 year)
Fidelity Personal and Workplace Advisors
2018 - 2025 (7 years)
Fidelity Brokerage Services LLC
2015 - 2025 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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