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Douglas L. Peyton

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CRD#: 1059296
DP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Douglas Lloyd Peyton was a registered financial professional .

Douglas is a previously registered financial professional and started their career in finance in 1982. Douglas had worked at 9 firms and has passed the Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 7, 2008 - December 31, 2015

WISE WEALTH MANAGEMENT, INC.

RIA
CRD#: 147739
DAVENPORT, IA
Past

August 8, 2007 - October 31, 2008

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
DAVENPORT, IA
Past

January 12, 2007 - October 31, 2008

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
DAVENPORT, IA
Past

April 14, 2000 - December 31, 2003

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
DAVENPORT, IA
Past

November 10, 1999 - November 17, 2006

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
DAVENPORT, IA
Past

March 1, 1996 - November 18, 1999

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

May 6, 1994 - March 1, 1996

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

January 13, 1987 - December 22, 1987

SUPENA-NYMAN INVESTMENT CORPORATION

BD
CRD#: 8067
Past

February 14, 1986 - February 5, 1987

CARILLON INVESTMENTS, INC.

BD
CRD#: 14646
Past

April 9, 1984 - February 13, 1987

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
Past

October 20, 1982 - March 7, 1984

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/5/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WW
WISE WEALTH MANAGEMENT, INC.
BUSINESS BENEFIT DESIGN, INC. | WISE WEALTH MANAGEMENT, INC.

CRD#: 147739 / SEC#:

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Contact information


Main Address
Davenport, IA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WISE WEALTH MANAGEMENT, INC.

CRD#: 147739

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