Douglas Everett
Douglas Everett is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Portland, OR, with 41 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
500 SW 116 Ave Ste 119, Portland, OR, 97225
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2025Customer Dispute
February 2020Customer Dispute
July 2016Customer Dispute
October 1999Other Business ActivitiesSells Insurance
Douglas is involved in independent insurance brokering with Security Life of Denver since 2020, focusing on universal life insurance.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
AXA Advisors, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations26 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.