Douglas W. Roberts
Professional summary
Douglas William Roberts JR, CFP®, who also goes by Douglas William Roberts, Doug Roberts, is a registered financial advisor currently at CLEARWATER WEALTH MANAGEMENT located in Midlothian, Texas.
Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Douglas has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Douglas William Roberts JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 1, 2025 - Present
CLEARWATER WEALTH MANAGEMENT
August 3, 2023 - February 11, 2025
GUIDESTONE ADVISORS
December 5, 2017 - March 2, 2018
GUIDESTONE ADVISORS
October 12, 2015 - August 25, 2016
GUIDESTONE ADVISORS
September 16, 2015 - February 11, 2025
GUIDESTONE FINANCIAL SERVICES
August 13, 2012 - September 23, 2015
INVESTMENT PROFESSIONALS, INC.
March 22, 2007 - August 14, 2012
SWBC INVESTMENT SERVICES, LLC
April 13, 2006 - February 13, 2007
EDWARD JONES
January 31, 2006 - April 24, 2006
TD AMERITRADE, INC.
January 10, 2006 - February 1, 2006
TD AMERITRADE CLEARING, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/1/2025)
Exams
Current Firm
CLEARWATER WEALTH MANAGEMENT
CRD#: 337831 / SEC#:
Contact information
Red Flags
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