Douglas
Dee

Securian Financial Services, Inc

CRD#6556042
Investment Advisor
in Houston, TX

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About this Advisor

Douglas Dee is a financial advisor operating out of Houston, Texas with a total of 2 years of industry experience. Dee is an advisor for Securian Financial Services, Inc. The advisor has gained experience at Edward Jones, Houston Independent School District, Austin Community College, Securian Financial Services Inc, Cri Securities, Minnesota Life Insurance Co and North Star Resource Group. Dee has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Securian Financial Services, Inc is an advisory company based out of Saint Paul, MN. It has offices in 155 locations and a total of 1,750 advisors. It controls $21 billion in assets across its 76,075 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 165 charitable organizations. Of its 76,075 customer accounts, 18% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Securian Financial Services, Inc offers 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. A financial advisor's fee schedules vary depending on which services are provided. However, fees billed by Securian Financial Services, Inc can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2925 Richmond Avenue Sutie 1200
Houston, TX 77098

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$20,684,796,225

TX Average: $5,289,111,388
Total Number of Employees

1,750

TX Average: 157
Total Number of Accounts

76,075

TX Average: 8,262
Average Account Size

$271,900

TX Average: $640,173

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 Dee Work History

Douglas has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Securian Financial Services Inc

2021 - Present (3 years)

Minnesota Life Insurance Co

2021 - Present (3 years)

North Star Resource Group

2021 - 2021 (< 1 year)

Cri Securities

2015 - 2020 (5 years)

Edward Jones

2014 - 2015 (1 year)

Houston Independent School District

2013 - 2014 (1 year)

Austin Community College

*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 Dee 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 Securian Financial Services, Inc

Thomas Peters
Omaha, NE
Alan Hauschild
Omaha, NE
Tyler Malek
Newark, DE
Andrew Brand
Rockville, MD
Heather Snead
Midlothian, VA
Nicholas Linton
San Ramon, CA
Kurt Anderson
Tampa, FL
Michael Daniels
Jersey City, NJ

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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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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