Cary Street Partners
47yrs
Top advisor by experience at Cary Street Partners
26yrs
Mark D. Douglas
Financial advisor at Cetera Investment Advisers
At a glance
Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors nationwide
OfficeRichmond, VA
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
- 2003 – 2013Walnut Street Securities, Inc.Previously
- 2001 – 2003Nathan & Lewis Securities, Inc.Previously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Cetera Investment Advisers at 310-257-7880 and ask for Mark D. Douglas. Mark works from the Richmond, VA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2000, about 26 years. More experience than 74% of advisors nationwide.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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