Douglas Stephenson
Douglas Stephenson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Colton, CA, with 27 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
645 N La Cadena Drive, Colton, CA, 92324
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Regulatory History (1)
Customer Dispute
May 2019Other Business ActivitiesSells Insurance
Douglas sells equity indexed annuities through Avantax Insurance Agency LLC and may have the ability to sell variable annuities, fixed annuities, and variable insurance. He also serves as President of Stephenson Accountancy Corp, focusing on tax preparation, accounting, and business management, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations18 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.