Douglas
Mcduffie
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Douglas Mcduffie is a financial advisor based in Lewisville, Texas, working with Tiaa-Cref Individual & Institutional Services, LLC. Douglas has previously held positions at Nylife Securities, LLC, New York Life Insurance Company, Red Ventures, Rogers/Renaldo Honda, Gardner Webb University, Tiaa-Cref Individual & Institutional Services, LLC, and Tiaa. Douglas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Douglas is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Lewisville, Texas. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 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, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.
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Services Offered
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Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$32,676,871,332
1,519
73,602
$443,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Douglas Mcduffie Work History
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Nylife Securities, LLC
New York Life Insurance Company
Red Ventures
Rogers/Renaldo Honda
Gardner Webb University
Disclosures
Please visit the SEC profile of Douglas Mcduffie 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 Advice And Planning Services
Charlotte, NC
Frisco, TX
Denver, CO
Charlotte, NC
Milwaukie, OR
Lewisville, TX
Denver, CO
Charlotte, NC
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