Douglas Frevert
Douglas Frevert is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in West Palm Beach, FL, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2475 Mercer Avenue, Suite 105, West Palm Beach, FL, 33401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas is a co-trustee of deceased parents' trusts since 2010, dedicating minimal time to this. He is also a licensed branch associate for Tracy L Siple, LLC since 2020, spending about 10-20% of his time there.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Thomson Mckinnon Securities INC.Broker
Lincoln Investment Planning, INC.Broker
State Registrations3 states
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