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ED DOUGLAS

ED DOUGLAS CERTIFIED FINANCIAL PLANNING SERVICES

CRD 141959

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-01-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminarsBANK CONSULTING

All web addresses on file

Official SEC filing: View on IAPD