DM
DM

Douglas Mcclure

40 Years of Experience
Bothell, WA
Broker

Douglas Mcclure is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bothell, WA, with 40 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

18323 Bothell Everett Hwy, Ste 330, Bothell, WA, 98012

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Douglas is an advisor and co-owner of Legacy Wealth Partners, dedicating a few hours per week to this support company. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2021 - Present · 5 yrs 2 mos
Raymond James Financial Services, INC.Broker
May 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
September 2011 - May 2021 · 9 yrs 8 mos
Wells Fargo Clearing Services, LLC
September 2011 - May 2021 · 9 yrs 8 mos
D.A. Davidson & CO.
April 2007 - September 2011 · 4 yrs 5 mos
D.A. Davidson & CO.Broker
April 2007 - September 2011 · 4 yrs 5 mos
Securities America Advisors, INC.
June 2000 - May 2007 · 6 yrs 11 mos
Securities America, INC.Broker
May 2000 - May 2007 · 7 yrs
Linsco/private Ledger CORP.Broker
September 1994 - May 2000 · 5 yrs 8 mos
Independent Financial Securities, INC.Broker
August 1993 - October 1994 · 1 yr 2 mos
Murphey Favre, INC.Broker
April 1993 - August 1993 · 4 mos
Gna Securities, INC.Broker
February 1991 - April 1993 · 2 yrs 2 mos
Pacific First Securities, LTD.Broker
May 1989 - February 1991 · 1 yr 9 mos
American Express Financial Advisors INC.Broker
January 1987 - May 1989 · 2 yrs 4 mos
First Investors CorporationBroker
January 1986 - December 1986 · 11 mos
State Registrations15 states
AKAZCACOHIIDMTNCNVORTNTXWAWIWY
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.