Douglas Crowe
Douglas Crowe is a registered investment advisor at Commonwealth Financial Network, based in Fort Payne, AL, with 34 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
Fort Payne, AL
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2010Customer Dispute
April 2010Customer Dispute
June 2007Customer Dispute
February 2006Other Business ActivitiesSells Insurance
Douglas is an election official for Dekalb County Alabama Probate Judge's Office since 2012, requiring minimal time. He also sells fixed insurance and is a co-owner of Citadel Financial Group, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Commonwealth Financial Network
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan 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.