Douglas Mavilia is a CFP-designated registered investment advisor, based in Westwood, MA, with 23 years of industry experience.
Location
1 University Avenue, Suite 2B, Westwood, MA, 02090
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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 sells fixed insurance products, dedicating about 10-20% of his time to this activity. He is also a co-owner of Grandview Financial Group, LLC, which facilitates securities, advisory, and insurance business, taking up all of his time.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations13 states
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