Douglas Cole
Registered Investment Advisor at LPL Financial
- Role
- Registered Investment Advisor at LPL Financial
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Douglas Cole
LPL Financial/Cole Financial, IncRegistered Investment AdvisorPortfolio ManagerPhone:(76••••••00Email: Loker Ave East Suite 316 Carlsbad, CA 92010As an investment advisor with over 25 years of experience, I am committed to helping families, corporations, and business owners with wealth management, retirement planning and asset protection. I serve my clients\' financial interests with honesty, integrity, and respect. I strive to understand the unique needs and objectives of each person and use this information to preserve and pursue desirable returns to their capital. My experience and background with Foundations and Endowments helps to deliver quality service to high net worth clients.
Experience
Registered Investment Advisor
Jan 2020 — Present
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
UCLA
Bachelor's Degree, Economics
1979 — 1983
UCLA
Economics
1979 — 1983
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