Douglas Mcclane
Douglas Mcclane is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Colorado Springs, CO, with 39 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
Firm Size
IM Fee
Assets Under Management
Location
24 S. Weber Street, Suite 325, Colorado Springs, CO, 80903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas is a trustee for an ILIT, requiring minimal time, and it will be dissolved upon the principal's death. He also uses an LLC to receive income and pay expenses, and is affiliated with Zamborelli Wealth Advisory Group as an independent contractor, dedicating about half of his time to this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
New England SecuritiesBroker
New England SecuritiesBroker
Walnut Street Securities, INC.Broker
Ilg Securities CorporationBroker
Transam Securities, INC.Broker
Berachah Securities CorporationBroker
Fsc Securities CorporationBroker
Cfs Securities CORP.Broker
State Registrations15 states
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