HD
HD

Heather Douglass

26 Years of Experience
Alpharetta, GA
Broker

Heather Douglass is a registered investment advisor, based in Alpharetta, GA, with 26 years of industry experience.

Location

2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009

Get directions

History

Regulatory History
Clean regulatory record

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

Heather works full-time as an Investment Advisor Representative (IAR) for Merit Financial Group. She also serves as Vice President of the Holman Place Subdivision Homeowners Association and is a notary, dedicating minimal time to each of these roles.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 9 mos
Merit Financial Advisors
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
November 2023 - August 2024 · 9 mos
Ifg Advisory, LLC
June 2023 - October 2023 · 4 mos
Arista Consulting Group
February 2022 - June 2023 · 1 yr 4 mos
LPL Financial LLC
December 2016 - July 2022 · 5 yrs 7 mos
LPL Financial LLCBroker
February 2016 - October 2023 · 7 yrs 8 mos
LPL Financial LLCBroker
August 2007 - October 2015 · 8 yrs 2 mos
Cambridge Investment Research, INC.Broker
June 2006 - July 2007 · 1 yr 1 mo
Lincoln Investment Planning, INC.Broker
August 1998 - April 2006 · 7 yrs 8 mos
State Registrations1 state
GA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Heather Douglass - Financial Advisor | TrueAdvisor