Douglas Hepburn
Douglas Hepburn is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Radnor, PA, with 29 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
150 N Radnor Chester Rd Suite F-200, Radnor, PA, 19087
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2003Other Business ActivitiesSells Insurance
Douglas is the president of Financial Workshops LLC, providing financial education, and the owner/president of Hepburn Financial Advisors, dedicating nearly full-time hours to it. He is also an estate executor, insurance agent selling life and health insurance, founder/executive director of a youth sports team, and a guest host for a TV program.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Previous Registrations
Cetera Advisors LLC
Smart Financial Advisors, LLC
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,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.