Douglas Almeida
Douglas Almeida is a registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Las Vegas, NV
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Regulatory History (3)
Employment Separation After Allegations
April 2010Customer Dispute
July 2009Customer Dispute
December 2004Other Business ActivitiesSells Insurance
Douglas operates Charter Financial Group as a DBA for LPL business, dedicating full-time hours. He also engages in stand-up comedy and acting through Tadda Productions & Advisory, spending about 10-20% of his time on this endeavor. Douglas sells life insurance and fixed annuities, dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Essex National Securities, INC.Broker
Wachovia Securities, LLCBroker
Planco Financial Services, INC.Broker
Wm Financial Services, INC.Broker
Great Western Financial Securities CorporationBroker
Compulife Investor Services, INC.Broker
Glenfed Brokerage ServicesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 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.