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Douglas Ireland

Advisor at LPL Enterprise

Updated today

Location

Danville, IL 61832

Credentials

Series 63, Series 66

Industry experience

14 years

About

Douglas Ireland is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James & Associates and The Prudential Insurance Company of America. Ireland is the owner of Ireland Financial Partners and Ireland Insurance and Accounting Group, which provide financial advisory and insurance services. LPL Enterprise delivers advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance product offerings.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees for financial planning services as negotiated with the IAR.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.

Location

10 Ridgeview St., Unit B

Danville, IL 61832

Most active in

Illinois · Indiana

Work history

LPL Enterprise

2024 - Present (2 years)

The Prudential Insurance Company of America

2022 - Present (4 years)

Pruco Securities, LLC

2022 - 2024 (2 years)

Raymond James & Associates

2018 - 2022 (4 years)

AJ Underwood & Assoc

2013 - 2018 (5 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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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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