Douglas Cash
Douglas Cash is a registered investment advisor at LPL Financial LLC, based in Williamsburg, VA, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1167 Jamestown Rd, Williamsburg, VA, 23185
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2021Customer Dispute
February 2010Other Business Activities
Douglas operates C&F Wealth Management as a DBA for his LPL business since 2015. This activity takes up a full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Bi Investments, LLCBroker
Bi Investments, LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Crestar Securities CorporationBroker
Wheat, First Securities, INC.Broker
State Registrations25 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.