Douglas Alan Juda

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Seminars and workshops

Experience

10 years in the industry.

1. TIAA-CREF Individual & Institutional Services, LLCApr 2026 to now
2. TIAAApr 2026 to now
3. Ameriprise Financial Services, LLCSep 2025 to Apr 2026
4. London Stock Exchange GroupJul 2024 to Sep 2025
5. Ameriprise Financial Services, LLCMay 2024 to Jul 2024
6. Bridge Financial PartnersFeb 2024 to May 2024
7. Cetera Advisors LLCFeb 2024 to Mar 2024
8. UnemployedOct 2023 to Feb 2024
9. LPL Financial LLCFeb 2020 to Oct 2023
10. UnemployedDec 2019 to Mar 2021
11. GohealthJul 2019 to Dec 2019
12. Cds ConciergeMay 2019 to Jul 2019
13. Fu ShingApr 2019 to May 2019
14. 131 MainDec 2018 to Mar 2019
15. Pfs Investments Inc.Sep 2018 to Dec 2019
16. Primerica Financial ServicesMay 2018 to Jul 2019
17. UnemployedApr 2018 to Dec 2018
18. Symmetry Financial GroupFeb 2018 to Apr 2018
19. Taylormade ElectricDec 2017 to Feb 2018
20. Nightowl ContractorsSep 2017 to Oct 2017
21. Birkdale Golf ClubAug 2017 to Aug 2017
22. Best Impressions CateringJan 2016 to Aug 2017

Exams passed

• Series 63 · Uniform Securities Agent State Law2018
• Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (NC).

Advice and Planning Services

Legal name: TIAA-CREF Individual & Institutional Services, LLC

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

6986259

Firm CRD

20472