Robert
Douglas
Aveo Capital Partners, LLC
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About this Advisor
Robert Douglas is a financial advisor based in Englewood, Colorado with a total of 9 years of industry experience. Douglas is an advisor for Aveo Capital Partners, LLC. Over the course of their career, Douglas has held roles at Axa Advisors, LLC, Stephen A. Kohn & Associates, LTD and Aveo Capital Partners, LLC. Douglas holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Colorado. Aveo Capital Partners, LLC is a financial advisory business that has its headquarters in Englewood, CO. The company has offices in two locations and a total of 23 advisors. It has $1 billion in total assets between its 3,791 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 10 charitable organizations. Of its 3,791 accounts, 28% are held by high-net-worth investors who have at least $1 million in assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees depend on which service is offered. Fee types charged by Aveo Capital Partners, LLC may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aveo Capital Partners, LLC Brokerage Details
$1,314,556,813
23
3,791
$346,757
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Robert Douglas Work History
Robert has been registered as a financial advisor for 9 years.*
Stephen A. Kohn & Associates, LTD
Aveo Capital Partners, LLC
Axa Advisors, 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 Robert Douglas 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 Aveo Capital Partners, LLC
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
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