Douglas Allen Shrieve
Investment adviser representative at Gimbal Financial, LLC
23 yearsExperience
2 statesRegistered in
$290MFirm assets
9 yearsFirm in business
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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
- Pension consulting
Experience
23 years in the industry.
- Gimbal Financial, LLCOct 2011 to now
- LPL Financial, LLCAug 2003 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (FL, IN).
Gimbal Financial, LLC
$290MAssets managed
388Clients
6Advisers
9 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
- 3159316
- Firm CRD
- 159003