Douglas Esterly
Financial advisor at LPL Financial
Douglas Esterly has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Puyallup, Washington. Douglas has been with LPL Financial since 2026; before that, Douglas spent nine years at Edward Jones. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 71 advisors with offices in Puyallup, and one of 65 fiduciaries.
At a glance
Services through LPL Financial
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.
Career
- Mar 2026 – nowLPL Financial LLCCurrent firm
- 2017 – 2026Edward JonesPreviously
Contact Douglas
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Douglas. 2102 E Main Suite 202Puyallup, WA 98372Office · Get directions Facebook pageLPL Financial
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Questions to ask Douglas
Tailored to Douglas’s registration and firm.
- 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?
- 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
About Douglas
How do I contact Douglas?
Call LPL Financial at (704) 733-3300 and ask for Douglas Esterly. Douglas works from the Puyallup, WA office.
How long has Douglas been a financial advisor?
Douglas has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Douglas hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Douglas a fiduciary?
Douglas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Douglas paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Douglas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.