DM
DM

Douglas Mciver

17 Years of Experience
Bartlesville, OK
Broker

Douglas Mciver is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bartlesville, OK, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

330 S. Johnstone Ave, Bartlesville, OK, 74003

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Douglas is a committee member for the County Excise Board since 2014, dedicating minimal time. He also serves on the Finance/Investment Committee for St. Luke's Episcopal Church since 2015, spending a few hours per week reviewing church investments.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2008 - Present · 17 yrs 11 mos
Previous Registrations
Raymond James Financial Services
October 2008 - January 2009 · 3 mos
State Registrations26 states
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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.