Douglas Woolley
Douglas Woolley is a registered investment advisor at Cetera Investment Advisers LLC, based in Pocatello, ID, with 16 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
416 South 4th Avenue, Pocatello, ID, 83201
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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 with various companies, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He is also involved with Cornerstone Financial Advisors, a securities and insurance business, and Cornerstone Advisory Group, a financial services business, spending about a quarter of his time on the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations1 state
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