Doug
Ireland
Wedbush Securities Inc
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Wedbush Securities Inc Brokerage Details
$3,857,311,726
920
8,553
$450,989
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.*
Wedbush Securities Inc
Mml Investors Services, LLC
Ameriprise Financial Services, Inc
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.
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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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