Frank Douglass is a CFP-designated registered investment advisor, based in Lexington, SC, with 17 years of industry experience.
Location
123-C Library Hill Lane, Lexington, SC, 29072
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Frank sells equity indexed annuities through Avantax Insurance Agency and is an agent for The Standard - Disability Insurance Company. He also owns CPM Global Properties, LLC (real estate) and Douglass Financial, LLC (financial planning and tax prep), dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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