Doug is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices. He partners with advisors to provide support on administrative tasks and client management functions.
Doug has worked in the financial services industry for 20 years in client service roles at companies including Lakeview Capital Partners, My Benefits, LLC., and FSC Securities Corp. He joined LPL in 2021 to apply his experience working with Advisors in the Admin Solutions Program.
Doug is originally from Thibodaux, LA, and living in Atlanta for 35 years. He enjoys the lake or beach during the hot Atlanta months, loves working in his yard, grilling out with friends and hitting the gym. Doug enjoys dining out and being entertained (theatre, symphony). Doug has a bunch of cats, which he rescued over 16 years ago who mean the world to him.
Admin Hours: 7:30am - 3:30pm PST
As your Administrative Assistant, I will partner with you on an ongoing basis to:
DIRECTOR OF CLIENT RELATIONS
SENIOR MARKETING CONSULTANT
Open:M-F 6:30am - 4:00pm PST
At StrateFi, we believe the advisor-client relationship only thrives when it’s a good fit for both sides.
18881 Von Karman Ave, Suite 410
Irvine, CA 92612
3650 Mayberry Dr.#101-7
Reno, NV 89509
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