Doug
Ireland

Wedbush Securities Inc

CRD#2709877
Investment Advisor
in Newport Beach, CA

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About this Advisor

Doug Ireland is a financial advisor who works in Newport Beach, California who has 4 years of relevant experience. Ireland currently works for Wedbush Securities Inc. Their career trajectory has included roles at Wedbush Securities Inc, Mml Investors Services, LLC, Fidelity Brokerage Services LLC and Ameriprise Financial Services, Inc. Ireland has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Wedbush Securities Inc is a registered investment firm that has its headquarters in Los Angeles, CA. It has offices in 58 locations and a total of 920 employees. It manages $4 billion in total assets among its 8,553 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 21 charities and foundations. Of its 8,553 customer accounts, just 14% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees usually depend on which services are offered. Fee types billed by Wedbush Securities Inc can be comprised of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

500 Newport Center Dr Ste 850
Newport Beach, CA 92660

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Wedbush Securities Inc Brokerage Details

Total Assets Under Management

$3,857,311,726

CA Average: $7,578,581,321
Total Number of Employees

920

CA Average: 43
Total Number of Accounts

8,553

CA Average: 3,727
Average Account Size

$450,989

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Doug Ireland Work History

Doug has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Wedbush Securities Inc

2018 - 2019 (1 year)

Mml Investors Services, LLC

2014 - 2018 (4 years)

Ameriprise Financial Services, Inc

2012 - 2014 (2 years)

Fidelity Brokerage Services LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Doug Ireland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wedbush Securities Inc

Paul Delzio
Sacramento, CA
Eliza Forastieri-Pitsikalis
Jersey City, NJ
Jonathan Monaco
Newport Beach, CA
Alicia Sorensen
Los Angeles, CA
David Yi
Los Angeles, CA
Kevin Sesny
Los Angeles, CA
Kendra Kaska
Anchorage, AK
Jordan Tiu
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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