Back to top

Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Independent Financial Partners 7 years, 4 months Apr 2012 - Present
LPL Financial LLC 8 years, 9 months Nov 2010 - Present
Nrp Financial, Inc. 9 months Feb 2010 - Nov 2010
Mml Investors Services Inc 2 years, 6 months Aug 2007 - Feb 2010
Mass Mutual Financial Group 3 years, 8 months Jun 2006 - Feb 2010
Are You
Doug O'Rear?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Doug O'rear

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 24, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Independent Financial Partners

Last updated on June 24, 2019
    • $5.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 30K
      Accounts
    • $177.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Other
Other Advisors in Your Area
  • Jonathan Harrison Swanburg
    Calton & Associates, Inc.
    Houston, TX
    View Profile
  • Brooks Harper Mcgee
    Avalon Advisors LLC
    Houston, TX
    View Profile
  • William Miles Marks
    Avalon Advisors LLC
    Houston, TX
    View Profile
  • Mark Francis Scribner
    Nfp Advisor Services LLC
    Boston, MA
    View Profile
  • Christopher L. Perego
    Avondale Wealth Management LLC
    Houston, TX
    View Profile
  • Joseph Richard Birkofer
    Legacy Asset Management, Inc.
    Houston, TX
    View Profile