AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DC

Douglas L. Chin

Some features on this profile are disabled
CRD#: 1316416
DC

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 Loy Chin was a registered financial professional .

Douglas is a previously registered financial professional and started their career in finance in 1984. Douglas had worked at 7 firms and has passed the Series 63, Series 7 and Series 24 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

March 19, 1992 - September 10, 1993

MARKETING ONE SECURITIES, INC.

BD
CRD#: 16611
PORTLAND, OR
Past

October 21, 1991 - April 10, 1992

FINANCIAL SERVICES GROUP

BD
CRD#: 19313
Past

May 7, 1991 - January 28, 1992

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

June 6, 1990 - April 1, 1991

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

May 26, 1987 - June 19, 1990

FINANCIAL SERVICES GROUP

BD
CRD#: 19313
Past

July 29, 1986 - April 30, 1988

FIRST AMERICA EQUITIES CORP.

BD
CRD#: 7652
Past

February 8, 1985 - July 24, 1986

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

December 18, 1984 - January 24, 1985

BEARE BROTHERS & CO. INC.

BD
CRD#: 596

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: 2/19/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MO
MARKETING ONE SECURITIES, INC.
MARKETING ONE SECURITIES, INC.

CRD#: 16611 / SEC#: , 8-34263

BD
Terminated by SEC on 01/22/2000
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
California since 05/28/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MARKETING ONE, INC.OWNER
ANDRE, LESLIE ELAINEVP / DIRECTOR OF COMPLIANCE712461
BOWER, JOHN CARROLLDIRECTOR1466042
HILLIKER, JAMES RICHARDOPS/SROP/PRINCIPAL/VP874277
MARSH, RONALD STEVENCROP2241694
NIPOTI, PETER EDWARDPRESIDENT / DIRECTOR2462962
SILVERMAN, SCOTTDIRECTOR3265096
TEMPLE, DOUGLAS MFIN OP/VP/TREASURER/ASST. SEC.2682868

Disclosures


Regulatory Event5

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


MARKETING ONE SECURITIES, INC.

CRD#: 16611

TRUST BUT VERIFY

Monitor Douglas Chin

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics