Douglas Souvenir
Douglas Souvenir is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tigard, OR, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6855 SW Baylor St. Tigard, OR. 97223, Tigard, OR, 97223
Get directionsHistory
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 Activities
Douglas owns Douglas Souvenir, PC, Kruse Woods Financial Partners, Project 3.0 (rental real estate), and Project Discovery, spending minimal time on each. Project 3.0 is investment-related, while the others are support companies.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations7 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.