Doug Claycomb
Owner at PlanGroup Financial, AIF,ChFM
- Role
- Registered Representative at Saxony Securities, Inc
- Location
- Oklahoma City, OK, US
- LinkedIn followers
- 500 followers
About Doug Claycomb
Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Strong finance professional, skilled in Portfolio Management, Business Planning, Customer Service, Financial Planning, and Asset Management.Plan Group Financial-Owner, Portfolio Manager, and Financial AdvisorInvestment Advisory Services offered through Plan Group Financial, LLCSecurities offered through Saxony Securities, Inc, Member FINRA/SIPC
Experience
Registered Representative
Jun 2015 — Present · Oklahoma City, OK, US
Securities offered through Saxony Securities, Inc. Member FINRA/SIPC. Investment Advisory services offered through Saxony Capital Management, LLC. Any recommendations concerning the investment advice or investment performance provided for this individual/position may not be representative of the experience of other clients and does not guarantee future performance or success.
Education
Oklahoma City University
BS in Business, Business
1999 — 2003
Skills
- Valuation
- Investment Strategies
- Retirement
- Strategic Financial Planning
- Equities
- Portfolio Management
- Series 7
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Wealth Management
- Asset Management
- Investment Advisory
- 401k Rollovers
- Asset Managment
- Business Planning
- Financial Services
- Investments
- Fixed Annuities
- Customer Service
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