Douglas Eduardo Bermudez

Wellth Advisory Services, LLC

27 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Wellth Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

77 advisors

Number of Clients

2,383 clients

Average Client Portfolio

$9.9M average

Assets Under Management

$23.6B

Fee Structure

Financial Planning:Investment management only

Location

500 Silver Spur Road Suite 121, Palos Verdes, CA, 90275

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History

Regulatory History (1)

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Customer Dispute

April 2009

Denied

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Other Business ActivitiesSells Insurance

Douglas is involved in several business activities, including serving as a DBA for LPL business, tax/investment entities, student loan repayment program sales, healthcare consulting, and providing investment advisory services through WELLth Advisory Services, LLC, which takes nearly full-time. Douglas is also an independent insurance agent.

Employment History

Current Registrations

Wellth Advisory Services, LLC

June 2024 - Present · 1 yr 8 mos

LPL Financial LLCBroker

June 2019 - Present · 6 yrs 8 mos

Wells Fargo Insurance Services Investment Advisors, INC.

January 2010 - October 2012 · 2 yrs 9 mos

Wells Fargo Insurance Services Investment Advisors, INC.Broker

January 2010 - October 2012 · 2 yrs 9 mos

Wells Fargo Insurance Services Investment Advisors, INC.Broker

July 2007 - December 2009 · 2 yrs 5 mos

MML Investors Services, INC.Broker

April 2002 - July 2007 · 5 yrs 3 mos

New England SecuritiesBroker

October 1999 - September 2001 · 1 yr 11 mos

Aetna Investment Services, INC.Broker

October 1998 - June 1999 · 8 mos

One Orchard Equities, INC.Broker

November 1997 - October 1998 · 11 mos

State Registrations6 states

CANYSCTXUTWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.