Douglas Stevens
Douglas Stevens is a registered investment advisor at Planmember Securities Corporation, based in Grandville, MI, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
3121 Macatawa Dr. SW, Grandville, MI, 49418
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2011Customer Dispute
May 2010Other Business ActivitiesSells Insurance
Douglas works full-time as an agent for Williams & Co dba Williams and Company Financial Services, providing securities and insurance sales and services. He also dedicates a few hours per week to financial education presentations for the Michigan Association of Retired School Personnel (MARSP).
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Legend Advisory Corporation
Legend Equities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Security First Financial, INC.Broker
State Registrations7 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.