Douglas Scott Fluke
Investment adviser representative at Cwm, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$50.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Carson WealthJun 2025 to now
- Cwm, LLCMay 2016 to now
- Cetera Wealth Services, LLCJan 2017 to Jun 2025
- Dsf Wealth Management, LLCMay 2006 to Jun 2025
- LPL Financial, LLC (formerly: Linsco/private Ledger Corp.)May 2006 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (GA, LA).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3046008
- Firm CRD
- 155344