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David Douglass

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Pontiac, IL 61764

Credentials

Series 63, Series 65

Industry experience

20 years

About

David Douglass is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and with Cambridge Investment Research, Inc. since 2005. Outside of his advisory role, he serves as vice chair of the Evan Junior High Promise Council and is a director on the Beyond the Books Educational Foundation board, where he reviews grant applications. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple custodians.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

305 A W Washington

Pontiac, IL 61764

Most active in

Illinois · Texas

Work history

Cambridge Investment Research Advisors

2010 - Present (16 years)

Cambridge Investment Research,Inc

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Pontiac, IL

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Fairbury, IL

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