Douglas R. Villing
Professional summary
Douglas R Villing, who also goes by Doug R VIlling, Douglas Robert Villing, is a registered financial advisor currently at J.P. KING ADVISORS, INC. located in Walnut Creek, California.
Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Douglas has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Douglas R Villing's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2021 - Present
J.P. KING ADVISORS, INC.
Office #1: 1600 S. Main Street; Suite 275, Walnut Creek, CA 94596June 25, 2012 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
June 22, 2012 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
September 4, 2007 - June 8, 2012
FIDELITY BROKERAGE SERVICES LLC
March 12, 2004 - August 30, 2007
FIDELITY DISTRIBUTORS COMPANY LLC
August 4, 2000 - June 11, 2012
STRATEGIC ADVISERS LLC
February 13, 1998 - March 17, 2004
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
J.P. KING ADVISORS, INC.
CRD#: 112109 / SEC#: 801-60296
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2021)
Exams
Current Firm
J.P. KING ADVISORS, INC.
CRD#: 112109 / SEC#: 801-60296
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,394 |
| AUM (Assets Under Management) | $ 743,700,000 |
Red Flags
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Company Information
J.P. KING ADVISORS, INC.
CRD#: 112109Walnut Creek, CA 94596TRUST BUT VERIFY
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