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Kelvin Douglas

Advisor at DMK Advisor Group, Inc.

Updated today

Location

Mc Minnville, TN 37110

Credentials

Series 63, Series 65

Industry experience

22 years

About

Kelvin Douglas is a financial advisor with DMK Advisor Group, Inc. in McMinnville, Tennessee, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at DMK Advisor Group since 2019 and has been involved with Douglas & Lanier Agency since 2016, where he serves as Vice President overseeing property, casualty, life, and health insurance. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm provides portfolio management and financial planning services to individuals, small businesses, trusts, and retirement plans, employing both technical and fundamental analysis with a range of trading approaches based on account type.

Client services

Based on DMK Advisor Group, Inc.

Financial planning Portfolio management

Expertise

Based on DMK Advisor Group, Inc.

Active portfolio management Passive / index investing Wealth management

Fee options

Fixed

Financial planning fixed fees: Preliminary Financial Review - $350; Quarterly Review and Update - $100 annually

Percentage

$0 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $750,000: 2.00% $750,001 - $1,000,000: 1.75% $1,000,001 - $1,250,000: 1.50% $1,250,000+: Negotiated

Commissions

Clients may select commission-based accounts for insurance products; no commissions on other securities

Project-based

Specific services charged at $150 per hour

Other

Account minimum: $10,000.00 Minimum fee: Retirement account custodian fee of $35.00 annually Fee-only: Financial planning fees: Initial Consultation - No Charge; Preliminary Financial Review - $350; Quarterly Review and Update - $100 annually; Specific services - $150 per hour

Location

811 Faulkner Springs Rd

Mc Minnville, TN 37110

Most active in

Tennessee · Virginia

Work history

DMK Advisor Group Inc

2019 - Present (7 years)

Douglas & Lanier Agency

2016 - Present (10 years)

Royal Alliance

2015 - 2019 (4 years)

Douglas & Associates

1999 - Present (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Celia C

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Mc Minnville, TN

Private Advisor Group, LLC

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Mcminnville, TN

OSAIC Institutions, INC.

Stephen Keck is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc. and Security Federal Savings Bank since 2015. He serves as Senior Vice President of Wealth Management at Security Federal Savings Bank and is a board member and treasurer for Rotary International. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s advisory approach includes both fundamental and technical analysis, with a notable emphasis on non-discretionary assets and integrated banking relationships.

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Wendy K

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Mcminnville, TN

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Daniel S

Series 66

Mc Minnville, TN

Private Advisor Group, LLC

Daniel Sellers is a financial advisor with LPL Financial in McMinnville, Tennessee, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2020 before joining LPL Financial and Private Advisor Group in 2020. Sellers provides investment advisory services through Private Advisor Group, an independent registered investment advisor firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm supports its investment advice with an in-house research team and provides a broad range of delivery options, from financial planning to third-party asset management, accommodating both advisory and brokerage needs.

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Jeffery U

CFP®, Series 63

Mcminnville, TN

LPL Financial

Jeffery Uselton is a CFP® with 13 years of experience in the financial industry. He has been with LPL Financial since 2014 and also serves as Executive Vice President and Chief Risk Officer at First National Bank of Middle Tennessee. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, supported by an in-house research team and a broad range of investment and planning solutions.

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Shannon H

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Mcminnville, TN

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Shannon Haston is a financial advisor with LPL Financial, holding a Series 66 designation and having eight years of industry experience. He has been with LPL Financial and First National Bank of Middle Tennessee since 2016. He is also a Notary Public in McMinnville, Tennessee. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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