Douglas Joslin
Douglas Joslin is a registered investment advisor at Cetera Investment Advisers LLC, based in Punta Gorda, FL, with 4 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
223 Taylor Street, Suite 121, Punta Gorda, FL, 33950
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas is a part-time video game streamer on Twitch, dedicating a few hours per week to this hobby. He is also an owner/partner at Clear View Financial Services, LLC, spending full-time hours there, and volunteers minimal time as a mentor for Take Stock in Children and for the Charlotte Community Foundation.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Equitable Advisors, LLCBroker
State Registrations21 states
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