Eric
Douglas
Family Wealth Planning Partners
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About this Advisor
Eric Douglas is a financial advisor based in Louisville, Kentucky, working with Family Wealth Planning Partners. Eric has previously held positions at Jefferson National Securities Corporation, Jefferson National Financial Corporation, Ifp Securities, LLC, Independent Financial Partners, Family Wealth Planning Partners, Fwpp Insurance LLC, and Nationwide Investment Services Corporation. Eric has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana and Kentucky. Currently, Eric is part of Family Wealth Planning Partners, which operates out of Louisville, Kentucky. The firm has 3 offices and 5 employees. The firm manages assets totaling $217.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Family Wealth Planning Partners includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Family Wealth Planning Partners Brokerage Details
$217,826,915
5
1,294
$168,336
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Eric Douglas Work History
Fwpp Insurance LLC
Family Wealth Planning Partners
Ifp Securities, LLC
Independent Financial Partners
Nationwide Investment Services Corporation
Jefferson National Securities Corporation
Jefferson National Financial Corporation
Disclosures
Please visit the SEC profile of Eric 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 Family Wealth Planning Partners
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
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