Doug van Order

I help Business Owners and Professionals identify the areas of most financial need using our proven Business and Financial Evaluation process to identify the greatest opportunities for growth.

Role
Managing Partner Wealth Management Advisor at Golden Summit Wealth & Insurance Solutions
Location
Roseville, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Doug van Order

I love learning about my clients\' businesses, I am in a unique position where I get to…

Experience

  1. Managing Partner Wealth Management Advisor

    Golden Summit Wealth & Insurance Solutions

    Aug 2013 — Present · Roseville, CA, US

    I am a Registered Principal of and offers securities, investment advisory services and financial planning through MML Investors Services LLC, member SIPC. Supervisory Office: 3003 Oak Road, Suite 250, Walnut Creek, CA 94597. Insurance offered through Massachusetts Mutual Life Insurance Company and other fine companies.I am licensed to sell securities in CA, CO, ID and NC and insurance in CA and NC and cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business. CA Insurance License 0B53657.

Education

  • The American College of Financial Services

    CFBS

    2018 — 2018

  • California State University, Chico

    BS

    1992 — 1994

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Doug van Order — Managing Partner Wealth Management Advisor at Golden Summit Wealth & Insurance Solutions in Roseville, CA, US | Unifers