Douglas Duerr
Douglas Duerr is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Montville, NJ, 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 Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
150 River Road, Montville, NJ, 07045
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Regulatory History (1)
Customer Dispute
March 2015Other Business ActivitiesSells Insurance
Douglas is involved in several investment-related activities, including providing investment advisory services through Private Advisor Group and tax preparation/accounting through Douglas P Duerr, CPA LLC. He also spends minimal time on non-variable insurance and has a business entity for tax/investment purposes.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Securities CorporationBroker
US Financial Advisors, LLC
U.S. Wealth Advisors, LLC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations13 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.