Thomas Mark Douglass
Investment adviser representative at Douglass Investment Group
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$173.6MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Douglass Investment Group LLCDec 2021 to now
- Douglass Wealth Management, LLCApr 2017 to Jul 2024
- Raymond James Financial ServicesApr 2017 to Jul 2024
- Raymond James Financial Services Advisors Inc.Apr 2017 to Jul 2024
- Wells Fargo Advisors Financial Network, LLCMar 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Douglass Investment Group
Legal name: Douglass Investment Group LLC
$173.6MAssets managed
142Clients
2Advisers
2 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
- 3084341
- Firm CRD
- 331223