Douglas Giageos (CRD# 5957823) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Denver, CO and has 1 year of experience in the finance industry. Douglas Giageos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5400593
Empower Advisory Group, LLC
CRD# 4675577
Syntrinsic LLC
CRD# 5123585
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mercer Global Advisors Inc. | Madison, WI | Jun 2023 - Current | < 1 |
| Rmr Financial Advisors, LLC | Madison, WI | Aug 2021 - May 2023 | 1 |
| Rmr Financial Advisors, LLC | Madison, WI | Jul 2011 - May 2023 | 11 |
| Blue Alpine | Middleton, WI | Sep 2009 - Dec 2015 | 6 |
- TX
- WI
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Total Assets Under Management45,350MILLIONS
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Total Number of Accounts86,945ACCOUNTS
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Average Account Value$521,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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