Douglas
Conklin

Hightower Advisors, LLC

CRD#1158010
Investment Advisor
in Folsom, CA

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About this Advisor

Douglas Conklin is a financial advisor based in Folsom, California, working with Hightower Advisors, LLC. Douglas has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Hightower Securities, LLC, and Hightower Advisors, LLC. Douglas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Douglas is part of Hightower Advisors, LLC, which operates out of Folsom, California. The firm has 100 offices and 1,816 employees. The firm manages assets totaling $130.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Hightower Advisors, LLC includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

157 Parkshore Drive
Folsom, CA 95630

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$130,239,337,374

CA Average: $6,674,516,078
Total Number of Employees

1,816

CA Average: 44
Total Number of Accounts

178,256

CA Average: 2,564
Average Account Size

$730,631

CA Average: $2,603,165

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
  • Other

Douglas Conklin Work History

2014 - Present (10 years)

Hightower Securities, LLC

2014 - Present (10 years)

Hightower Advisors, LLC

1983 - 2014 (31 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Please visit the SEC profile of Douglas Conklin 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 Hightower Advisors, LLC

Gregory Bogdan
Chicago, IL
Michael Demarchena
Boca Raton, FL
Jacob Brown
Chicago, IL
Alexandra Emma
Naples, FL
Mathew Kraines
Newport Beach, CA
Ashley Aguayo
San Diego, CA
David Bosak
Cleveland, OH
Jin Liu
Deerfield, IL

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