Douglas Lake is a registered investment advisor, based in Iseline, NJ, with 40 years of industry experience.
Location
485 Us Highway 1 South, Bldg C; Suite 120, Iseline, NJ, 08830
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 1995Settled
Other Business Activities
Douglas is a finance committee member for Saints Peters & Paul Church, spending minimal time. He is also a director and board member of Kiwanis Foundations of Hicksville, assisting with volunteer services.
Employment History
Current Registrations
Cetera Investment Services LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
November 2013 - June 2019 · 5 yrs 7 mos
Foresters Financial Services, INC.Broker
January 1986 - June 2019 · 33 yrs 5 mos
State Registrations20 states
AZCACTDEFLGAIAKSMAMDNCNHNJNVNYOHPARISCVA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.