Douglas
Bean
Private Advisory Group LLC
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About this Advisor
Douglas Bean is a certified financial planner operating in Redmond, Washington who has 9 years of industry experience. Bean is on the advisory team at Private Advisory Group LLC. Over the course of their career, Bean has held roles at Bean Financial Advisors, Inc and Private Advisory Group LLC. Bean has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Texas, Utah and Washington. Private Advisory Group LLC is a firm based in Redmond, WA. The investment advisory business has a total of 16 people on staff. It controls $642 million in assets between its 1,546 accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 1,546 customer accounts, 38% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely depend on which services the firm provides the client. However, fees charged by Private Advisory Group LLC most 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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Private Advisory Group LLC Brokerage Details
$642,174,000
16
1,546
$415,378
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Douglas Bean Work History
Douglas has been registered as a financial advisor for 9 years.*
Private Advisory Group LLC
Bean Financial Advisors, 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 Bean 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 Private Advisory Group LLC
Redmond, WA
Redmond, WA
Draper, UT
Redmond, WA
Draper, UT
Redmond, WA
Draper, UT
Redmond, WA
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.
