Unclaimed Profile

Douglas Alan Igel

PRECEPT ADVISORY GROUP LLC·IRVINE, California

SIE, Series 7TO, Series 65, Series 66Clean record16 years registeredPRECEPT ADVISORY GROUP LLC

130 THEORY, IRVINE, CA 92617CRD# 2620848Firm CRD# 152776

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Douglas Alan Igel · IRVINE, CA

Registration

CRD #2620848 · PRECEPT ADVISORY GROUP LLC · 16 years registered

Brand Profile

Not yet started

Career History

GALLAGHER FIDUCIARY ADVISORS, LLC

Oct 2025 – present

GLOBAL RETIREMENT PARTNERS LLC

Nov 2023 – Oct 2025

Irvine, CA

BURNHAM GIBSON WEALTH ADVISORS, LLC

Dec 2022 – Aug 2023

IRVINE, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2019 – Nov 2022

NEWPORT BEACH, CA

BEACON POINTE ADVISORS, LLC

Mar 2016 – Nov 2019

NEWPORT BEACH, CA

PRECEPT ADVISORY GROUP LLC

Apr 2010 – Mar 2016

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 65

Series 66

Registration record

First registered · April 20, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRECEPT ADVISORY GROUP LLC

CRD 152776 · SEC 801-71072

AUM

$4.3B

Regulatory assets under management

Employees

62 client accounts

Services offered by PRECEPT ADVISORY GROUP LLC

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

View all advisors at PRECEPT ADVISORY GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Douglas Alan Igel offer?

Douglas Alan Igel specializes in Wealth Management. Contact their office in IRVINE, California for a consultation.

What are Douglas Alan Igel's credentials?

Douglas Alan Igel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Alan Igel located?

Douglas Alan Igel is based in IRVINE, California, working with PRECEPT ADVISORY GROUP LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Douglas Alan Igel charge for services?

Douglas Alan Igel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRECEPT ADVISORY GROUP LLC?

PRECEPT ADVISORY GROUP LLC has approximately 8 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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