Douglas Box
Douglas Box is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 31 years of industry experience. Douglas is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
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Assets Under Management
Location
901 Marquette Ave, Suite 2800, Minneapolis, MN, 55402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Douglas is an advisory representative at Advisornet Financial Inc. and sells fixed life, health, disability, annuities, and long-term care insurance. He also owns Box Financial Advisors, providing investment advisory services full-time, and Exceptional Life Project, dedicating a few hours per week to life coaching and consulting.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Advisornet Wealth Partners
Cetera Advisor Networks LLC
State Registrations45 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.
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