DC
DC

Douglas Cahill

32 Years of Experience
Morrilton, AR
1 DisclosureBroker

Douglas Cahill is a registered investment advisor at Edward Jones, based in Morrilton, AR, with 32 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

201 N Moose St, Morrilton, AR, 72110

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History

Regulatory History (1)
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Customer Dispute
April 2001
Denied
Other Business Activities

Douglas is on the board of Conway County Center for Exceptional Children since 2001 and owns tree farms in Pine Bluff and White Hall since 2015. He also owns a rental business since 1996 and is a silent partner in a frozen yogurt machine franchise since 2018, dedicating a few hours per week to maintaining property at the Pine Bluff tree farm.

Employment History
Current Registrations
Edward Jones
February 2007 - Present · 19 yrs 3 mos
Edward JonesBroker
March 1994 - Present · 32 yrs 2 mos
Previous Registrations
American Express Financial Advisors INC.Broker
May 1993 - March 1994 · 10 mos
Ids Life Insurance CompanyBroker
May 1993 - March 1994 · 10 mos
State Registrations31 states
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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.