Douglas Alden
Douglas Alden is a registered investment advisor at Liberated Investor Advisors, LLC, based in Old Fort, NC, with 25 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 56 clients with $9.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Liberated Investor Advisors manages client portfolios on a discretionary or non-discretionary basis. Specific percentage fee schedules for direct portfolio management are not explicitly detailed in the text table area, but the firm also refers clients to third-party money managers where advisory fees are established by those respective external managers.
Location
Old Fort, NC
Get directionsHistory
Regulatory History (1)
Judgment / Lien
January 1986Other Business ActivitiesSells Insurance
Douglas is an IAR for Efficient Advisors and Liberated Investor Advisors, LLC, since 2015 and 2007 respectively. He is also the President of Alden Agency Inc DBA Asheville Dollars and Sense, an independent insurance agency selling life and disability insurance since 1992, and an investment adviser representative for Winning Point Advisors, L.L.C.
Employment History
Current Registrations
Liberated Investor Advisors, LLC
Previous Registrations
Winning Points Advisors, L.L.C.
Efficient Advisors
Jefferson Pilot Securities CORP
Winning Points Advisors, L.L.C.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.