Edward D. Douglas
ED DOUGLAS
Chillicotle, MO
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CRD#: 6900036
Professional summary
Edward Dillingham Douglas, CFP® is a registered financial advisor currently at ED DOUGLAS located in Chillicotle, Missouri.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Edward 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.
Director Citizens Bancshares
CRS (Client Relationship Summary) - RIA
Click below to view Edward Dillingham Douglas'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®
Start date: 1996
Experience
Current
February 2, 2018 - Present
ED DOUGLAS
RIA
CRD#: 141959
Chillicotle, MO
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
Missouri(2/2/2018)
Exams
Current Firm
ED
ED DOUGLAS
ED DOUGLAS | ED DOUGLAS CERTIFIED FINANCIAL PLANNING SERVICES
CRD#: 141959 / SEC#:
Missouri
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Contact information
Main Address
Chillicothe, MO
Mailing Address
Phone number
(660) 646-1084
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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