Douglas
Van Deren

Wedbush Securities Inc

CRD#1701822
Investment Advisor
in Santa Rosa, CA

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About this Advisor

Douglas Van Deren is a financial advisor working out of Santa Rosa, California with 16 years of relevant experience. Van Deren is currently employed by Wedbush Securities Inc. They have been with Wedbush Securities Inc for their total career. Van Deren maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California. Wedbush Securities Inc is a financial advisory firm headquartered in Los Angeles, CA. It has offices in 58 locations and a total of 920 people on staff. It manages $4 billion in assets between its 8,553 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 21 charities and foundations. Of its 8,553 accounts, just 14% belong to high-net-worth investors who have at least $1 million in assets. The business has a diverse array 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. Financial advisory fees depend on which services are provided. Fees billed by Wedbush Securities Inc can include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

16 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

2455 Bennett Valley Rd Ste C 218
Santa Rosa, CA 95404

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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

Douglas Van Deren Work History

Douglas has been registered as a financial advisor for 16 years.*

2006 - Present (18 years)

Wedbush Morgan Securities

*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 Douglas Van Deren 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

Jordan Tiu
Los Angeles, CA
Wendy Olson
Gleneden Beach, OR
Robert Howard
Dallas, TX
Kevin Sesny
Los Angeles, CA
Jonathan Monaco
Newport Beach, CA
David Yi
Los Angeles, CA
Eliza Forastieri-Pitsikalis
Jersey City, NJ
Kendra Kaska
Anchorage, AK

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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