Douglas Heagren is a CFP-designated registered investment advisor at Mergent Wealth, LLC, based in Dallas, TX, with 20 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
15110 Dallas Parkway, Suite 500, Dallas, TX, 75248
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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 is affiliated with Aspen Wealth Management, Beacon Summit Wealth Management, LLC, Prop 3 Partners, LLC, AdvisorNet, Mergent Group, Advisor Resource Council, and Mergent College Advisors. He also sells various insurance products, dedicating a few hours per week to about half his time to these activities.
Employment History
Current Registrations
Mergent Wealth, LLC
Advisor Resource Council
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 states
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