Douglas
Claycomb
Plan Group Financial, Inc
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About this Advisor
Douglas Claycomb is a financial advisor based in Oklahoma City, Oklahoma. Claycomb currently works for Plan Group Financial, Inc. Over the course of their career, they have held roles at Plan Group Financial, Inc, St. Bernard Financial Services, Inc and Saxony Securities. Claycomb holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Nebraska, Oklahoma and Texas. Plan Group Financial, Inc is a company that has its headquarters in Oklahoma City, OK. The company has offices in five locations and a total of 17 financial advisors. It controls $242 million in assets among its 2,309 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 2,309 client accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Plan Group Financial, Inc offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually depend on the financial services provided. Fee types billed by Plan Group Financial, Inc most likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Plan Group Financial, Inc Brokerage Details
$242,254,517
17
2,309
$104,918
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Douglas Claycomb Work History
Douglas has been registered as a financial advisor for 0 years.*
Saxony Securities
Plan Group Financial, Inc
St. Bernard Financial Services, Inc
*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 Claycomb 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 Plan Group Financial, Inc
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
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