Douglas Charney
Douglas Charney is a registered investment advisor at Prospera Financial Services, INC., based in Harrisburg, PA, with 38 years of industry experience. Douglas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,103 clients with $12B 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 | 2.15% |
Maximum annual fee across investment management programs is 2.15% of assets under management. Fees are negotiable based on account size, complexity, and services provided.
Fee Estimator
Location
3401 N. Front St, Suite 303, Harrisburg, PA, 17110
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2024Other Business Activities
Douglas owns Charney Air, Inc., an aircraft leasing company, and spends minimal time on it. He also owns rental properties and is a board member advising the Chancellor of Penn State Harrisburg, dedicating minimal time to each.
Employment History
Current Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
First Union Capital Markets CORP.Broker
Dean Witter Reynolds INC.Broker
State Registrations28 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.
Exams
More Advisors
- Ralph FetrowProspera Financial Services, INC.
- Steven Economopoulos, CFP, ChFCEcon Wealth Management
- Thomas Baldwin, CFPFischer Financial Services INC
- Brian Zellers, CFPEcon Wealth Management
- David Luo, CFAPurkiss Capital Advisors, LLC
- Tara Mashack-Behney, ChFCConrad Siegel Investment Advisors