Douglas
Woolley
Cetera Advisors LLC
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About this Advisor
Douglas Woolley is a financial advisor who works out of Pocatello, Idaho with a total of 10 years of relevant experience. Woolley is on the advisory team at Cetera Advisors LLC. Their career trajectory has included roles at The O.N. Equity Sales Company, Ohio National Financial Services, Cornerstone Financial Advisors LLC, Cetera Advisors LLC, Blades Salon And Spa, LLC and Blades Salon & Spa, Llp. Woolley holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Idaho. Cetera Advisors LLC is a financial advisory company that has its headquarters in Englewood, CO. It has offices in 692 locations and a total of 1,047 advisors. It manages $21 billion in assets under management among its 90,646 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 294 charities and foundations. Of its 90,646 customer accounts, 26% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm performs a number of services, such as 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. Fees for financial advisory services largely vary depending on the type of financial services offered. However, fee types charged by Cetera Advisors LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
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 Woolley Work History
Douglas has been registered as a financial advisor for 10 years.*
Blades Salon & Spa, Llp
Cetera Advisors LLC
Cornerstone Financial Advisors LLC
Blades Salon And Spa, LLC
The O.N. Equity Sales Company
Ohio National Financial Services
*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 Woolley 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 Cetera Advisors LLC
Westborough, MA
Midlothian, VA
Boca Raton, FL
Missoula, MT
San Diego, CA
Saint Louis, MO
Lake Oswego, OR
Franklin, WI
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