Douglas E. Myers
Professional summary
Douglas Edward Myers, who also goes by Doug Myers, is a registered financial advisor currently at MYERS ASSET MANAGEMENT LLC located in Whiteland, Indiana.
Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Douglas has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Douglas Edward Myers's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 5, 2023 - Present
MYERS ASSET MANAGEMENT LLC
June 27, 2019 - August 31, 2023
WAYCROSS PARTNERS, LLC
March 9, 2012 - April 23, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
March 9, 2012 - April 23, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
February 5, 2008 - April 5, 2012
FIFTH THIRD SECURITIES, INC.
February 5, 2008 - April 5, 2012
FIFTH THIRD SECURITIES, INC.
July 6, 2005 - February 4, 2008
CHASE INVESTMENT SERVICES CORP.
July 6, 2005 - February 4, 2008
CHASE INVESTMENT SERVICES CORP.
November 14, 2003 - July 6, 2005
BANC ONE SECURITIES CORPORATION
November 13, 2003 - July 6, 2005
BANC ONE SECURITIES CORPORATION
September 20, 2002 - June 17, 2003
TOUCHSTONE SECURITIES, LLC
May 25, 2001 - October 3, 2002
GPC SECURITIES, INC.
November 12, 1999 - April 13, 2000
SECURIAN FINANCIAL SERVICES, INC.
December 9, 1997 - November 8, 1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
December 9, 1997 - November 9, 1999
EQUITABLE ADVISORS, LLC
August 27, 1997 - December 1, 1997
FIRST UNION CAPITAL MARKETS CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/5/2023)
Exams
Current Firm
MYERS ASSET MANAGEMENT LLC
CRD#: 327654 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 57 |
| AUM (Assets Under Management) | $ 18,948,698 |
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.
