Charles Douglas is a registered investment advisor, based in Sugar Grove, IL, with 12 years of industry experience.
Location
Sugar Grove, IL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Charles is the President of Microtax, a tax preparation and accounting firm, since 1994. This takes about a quarter of his time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
January 2015 - September 2025 · 10 yrs 8 mos
Avantax Investment Services, INC.Broker
December 2013 - September 2025 · 11 yrs 9 mos
State Registrations1 state
IL
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.