Douglas Perry is a registered investment advisor, based in Tigard, OR, with 34 years of industry experience. Douglas is also registered as a broker, so some compensation may come from commissions on products sold.
Location
8050 SW Pfaffle Street, Ste. 100, Tigard, OR, 97223
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Regulatory History (1)
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Customer Dispute
August 2016Denied
Other Business ActivitiesSells Insurance
Douglas is an insurance agent selling life, disability, annuities, and long-term care insurance since 2012. He also manages rental properties and is a registered representative and investment advisor representative, dedicating full-time hours to these roles.
Employment History
Current Registrations
Msec, LLCBroker
January 2022 - Present · 4 yrs 9 mos
Msec, LLC
January 2022 - Present · 4 yrs 9 mos
Mariner
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Cascadia Advisory Services, LLC
July 2018 - January 2022 · 3 yrs 6 mos
Cetera Advisors LLCBroker
February 2012 - January 2022 · 9 yrs 11 mos
Cetera Advisors LLC
February 2012 - October 2018 · 6 yrs 8 mos
Pacific West Financial Consultants INC
June 2004 - February 2012 · 7 yrs 8 mos
Pacific West Securities, INC.Broker
May 2004 - February 2012 · 7 yrs 9 mos
United Securities Alliance, INC.Broker
July 2001 - May 2004 · 2 yrs 10 mos
Wma Securities, INC.Broker
June 1994 - July 2001 · 7 yrs 1 mo
Intersecurities, INC.Broker
August 1992 - June 1994 · 1 yr 10 mos
State Registrations11 states
ARAZCACOIDNCORTXUTWAWY
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.
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