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About this Advisor
Douglas Fluke is a certified financial planner working out of Atlanta, Georgia, who has been in the industry for 12 years. Fluke is an advisor for Cwm, LLC. The advisor has gained experience at Cetera Advisor Networks LLC, Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.), Cwm, LLC and Dsf Wealth Management, LLC. Fluke holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia and Louisiana. Cwm, LLC is a registered investment business operating out of Atlanta, Georgia. It has offices in 76 locations and a total of 343 people on staff. It controls $5 billion in assets under management between its 24,247 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 24,247 accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in assets. Cwm, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors depend on which services are provided. However, fees billed by Cwm, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Cwm, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Douglas Fluke Work History
Douglas has 12 years of experience.
Cetera Advisor Networks LLC
Dsf Wealth Management, LLC
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
Douglas Fluke has no disclosures.
Please visit their SEC profile for more details.