Douglas W. Degain

DOUGLAS WILLIAM DEGAIN

Gilbert, AZ

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CRD#: 2163412

Professional summary

Douglas William Degain, CFP® is a registered financial advisor currently at DOUGLAS WILLIAM DEGAIN located in Gilbert, Arizona.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Douglas has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Douglas William Degain's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1991

Experience

Current

September 14, 2010 - Present

DOUGLAS WILLIAM DEGAIN

RIA

CRD#: 124437

Gilbert, AZ

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(9/14/2010)

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Exams

Current Firm

DOUGLAS WILLIAM DEGAIN

CRD#: 124437 / SEC#:

Arizona

Registered Investment Advisory firm - (6/12/2019 Approved)

Michigan

Registered Investment Advisory firm - (8/27/1992 Approved)

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Contact information

Main Address

Gilbert, AZ

Mailing Address

Phone number

(248) 652-1919

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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