Douglas
John
Requisite Capital Management LLC
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About this Advisor
Douglas John is a financial advisor operating out of Dallas, Texas with 6 years of relevant experience. John works at Requisite Capital Management LLC. The advisor has gained experience at Fallline Securities LLC, Ubs Financial Services Inc and Requisite Capital Management LLC. John holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Requisite Capital Management LLC is a financial advisory company operating out of Dallas, TX. It administers $1 billion in total assets among its 568 accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to eight charitable organizations. Of its 568 accounts, 86% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely are based on which service is offered. However, fee types billed by Requisite Capital Management LLC likely are comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Requisite Capital Management LLC Brokerage Details
$1,358,126,383
7
568
$2,391,068
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
- Selection of other advisers
Douglas John Work History
Douglas has been registered as a financial advisor for 6 years.*
Fallline Securities LLC
Requisite Capital Management LLC
Ubs 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 John 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 Requisite Capital Management LLC
Dallas, TX
Dallas, TX
Houston, TX
Dallas, TX
Dallas, TX
Dallas, TX
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