Douglas Canna
Douglas Canna is a registered investment advisor at LPL Financial LLC, based in Valrico, FL, with 32 years of industry experience. Douglas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Valrico, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2007Other Business ActivitiesSells Insurance
Douglas operates under several DBAs for his LPL business, including Canna Investment Management, Focus Wealth Strategies, and Brownstone Wealth Management. He also works as a broker for Brownstone Insurance Services, selling non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
First Advisors, INC.
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
Investment Management & Research, INCBroker
Ffp Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations15 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.
Exams
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