Douglas
Perry

Mariner Wealth

CRD#2260883
Investment Advisor
in Portland, OR

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About this Advisor

Douglas Perry is a financial advisor based in Portland, Oregon, working with Mariner Wealth. Douglas has previously held positions at Perry Financial Services, Perry Financial Group, Cetera Advisors LLC, Cascadia Advisory Services, LLC, Cascadia Wealth Management, Mariner Wealth Advisors, and Msec, LLC. Douglas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon and Utah. Currently, Douglas is part of Mariner Wealth, which operates out of Portland, Oregon. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8050 Sw Pfaffle Street Ste. 100
Portland, OR 97223

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Mariner Wealth Brokerage Details

Total Assets Under Management

$81,106,925,484

OR Average: $2,243,162,756
Total Number of Employees

1,498

OR Average: 44
Total Number of Accounts

132,567

OR Average: 4,091
Average Account Size

$611,818

OR Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Douglas Perry Work History

2021 - Present (4 years)

Mariner Wealth Advisors

2021 - Present (4 years)

Msec, LLC

2020 - Present (5 years)

Perry Financial Services

2017 - 2021 (4 years)

Cascadia Advisory Services, LLC

2012 - 2021 (9 years)

Cetera Advisors LLC

2004 - 2021 (17 years)

Cascadia Wealth Management

1996 - 2020 (24 years)

Perry Financial Group

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Disclosures

Please visit the SEC profile of Douglas Perry 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 Mariner Wealth

Jeffrey Rainwater
Saint Louis, MO
Jason Craine
Wichita, KS
Brian Mcguire
Herndon, VA
Karina Maureira
Los Angeles, CA
Dahlia Goldberg
Plano, TX
Daniel Newman
San Jose, CA
Thomas Tilley
Scottsdale, AZ
Jonathan Carter
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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