William
Douglas
Western Wealth Management LLC
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About this Advisor
William Douglas is a financial advisor based out of Durango, Colorado who has 2 years of relevant experience. Douglas is an employee of Western Wealth Management LLC. Throughout their career, Douglas has worked at Axa Advisors, LLC, Gaia Creative LLC, Financial Partners, LLC (Formerly:New Mexico Financial Partners) and Lpl Financial LLC. Douglas maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Colorado. Western Wealth Management LLC is an advisory business that has its headquarters in Golden, CO. The investment advisory business has offices in 40 locations and a total of 153 financial advisors. It handles $3 billion in total assets among its 12,396 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 29 charitable organizations. Of its 12,396 accounts, 27% are held by high-net-worth investors who have at least $1 million in investable assets. Western Wealth Management LLC offers a number 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. Fees for financial management usually vary depending on which services the firm provides the client. However, fees billed by Western Wealth Management LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Western Wealth Management LLC Brokerage Details
$2,586,420,347
153
12,396
$208,650
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
William Douglas Work History
William has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Gaia Creative LLC
Financial Partners, LLC (Formerly:New Mexico Financial Partners)
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 William Douglas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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