Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Advisor Information
Office location
101 N.E. 82nd Street, Suite 200, Oklahoma City, OK, 73114
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Douglas is a portfolio manager for Plan Group Financial, sub-advising for Baker Asset Management RIA, and CEO of Plan Group Financial, dedicating nearly full-time hours to these roles. He also acts as a consultant for Strawberry Fields, owns rental properties, is a registered representative for Private Client Services, and is involved with First Financial Resources, selling fixed insurance products, annuities, and life insurance.