Douglas Bridges
Douglas Bridges is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Greensboro, NC, with 24 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
7029 Albert Pick Road, Suite 206, Greensboro, NC, 27409
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 ActivitiesSells Insurance
Douglas works as an agent for AGIA selling non-securities insurance products since 2022, dedicating a few hours per week. This activity is not investment-related.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Previous Registrations
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
First Command Bank
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Jefferson Pilot Securities CorporationBroker
New England SecuritiesBroker
New England SecuritiesBroker
State Registrations11 states
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