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Douglas Blankenship

32 Years of Experience
4 DisclosuresBrokerSells Insurance

Douglas Blankenship is a registered investment advisor at Ameriprise Financial Services, LLC, based in Dallas, TX, 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 Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

5000 Quorum Dr Ste 375, Dallas, TX, 75254

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 2003
Final
Employment Separation After Allegations
August 2002
Customer Dispute
August 2002
Settled
Customer Dispute
March 2002
Settled
Other Business ActivitiesSells Insurance

Douglas is an independent insurance broker since 2016, working with companies like Athene and Ohio National. He also serves as a general board member for Blankenship Douglas, dedicating minimal time to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2017 - Present · 9 yrs 2 mos
Ameriprise Financial Services, LLC
February 2017 - Present · 9 yrs 2 mos
Ameriprise Financial Services, LLCBroker
February 2017 - Present · 9 yrs 2 mos
Previous Registrations
First Allied Advisory Services, INC.
May 2013 - February 2017 · 3 yrs 9 mos
First Allied Securities, INC.Broker
May 2012 - February 2017 · 4 yrs 9 mos
Onyx Wealth Advisors, INC.
September 2003 - May 2013 · 9 yrs 8 mos
Cambridge Legacy Securities L.L.C.Broker
September 2002 - May 2012 · 9 yrs 8 mos
AXA Advisors, LLC
January 1994 - August 2002 · 8 yrs 7 mos
AXA Advisors, LLCBroker
January 1994 - August 2002 · 8 yrs 7 mos
The Equitable Life Assurance Society of the United StatesBroker
January 1994 - January 2000 · 6 yrs
State Registrations11 states
ALARCACOFLINNCSCTXVAWA
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.