Douglas Royce

Wealth Management Solutions Planner/Registered Investment Advisor at Summit Financial Group, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Parsippany, New Jersey, United States, JE
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Credentials

  • Series 63/65
    FINRA
  • Series 7
    -

Experience

  • Summit Financial Group, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Solutions Planner/Registered Investment Advisor
      • Apr 2023 - Present
  • Prudential Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Investment Advisor/Financial Planner
      • Dec 2019 - Apr 2023
  • Farmers Insurance
    • United States
    • Real Estate
    • 100 - 200 Employee
    • Agency Owner
      • Apr 2016 - Dec 2019

      Advising and implementing Financial Plans for Individuals, Families and Business Owners in the Property & Casualty Arena. Additionally, addressing concerns and providing solutions in all other Insurances, Investments and Estate Planning. Advising and implementing Financial Plans for Individuals, Families and Business Owners in the Property & Casualty Arena. Additionally, addressing concerns and providing solutions in all other Insurances, Investments and Estate Planning.

  • Northwestern Mutual Financial Network
    • United States
    • Insurance
    • 1 - 100 Employee
    • Financial Representative
      • Feb 2012 - Feb 2016

      Comprehensive financial planning Comprehensive financial planning

  • New York Life Insurance Company
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • May 2008 - Feb 2012
  • Onyx Capital Management
    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Partner/Global Macro Hedge Fund
      • Jan 1998 - Mar 2008
  • First Albany
    • Senior Trader
      • 1993 - 1997
  • Private Capital Management
    • United States
    • Investment Management
    • Head Trader
      • 1991 - 1993

Education

  • Florida International University
    Business Administration and Management, General

Community

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