DW
DW

Douglas Anthony Webster

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

3834 Sutherland Avenue, Knoxville, TN, 37919

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Douglas is an insurance agent selling life, health, disability, annuities, and long-term care products, dedicating a few hours per week. He is also an advisory representative for Sageview Private Client Group, LLC and Sageview Advisory Group, spending full-time on these activities, and a co-owner of commercial real estate.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Sageview Private Client Group, LLC
March 2016 - Present · 9 yrs 11 mos
Sageview Advisory Group, LLC
September 2011 - Present · 14 yrs 5 mos
Cetera Wealth Services, LLC
January 2006 - Present · 20 yrs 1 mo
Cetera Wealth Services, LLCBroker
January 2006 - Present · 20 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Sageview Private Client Group, LLC
January 2008 - December 2015 · 7 yrs 11 mos
Walnut Street Securities, INC.
February 2005 - October 2005 · 8 mos
Walnut Street Securities, INC.Broker
February 2005 - October 2005 · 8 mos
MML Investors Services, INC.
March 2004 - February 2005 · 11 mos
MML Investors Services, INC.Broker
April 2003 - February 2005 · 1 yr 10 mos
State Registrations20 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.