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Linda Ann Douglas

BOFA ADVISORS, LLC·BOSTON, Massachusetts
SIE, Series 28, Series 99TOClean recordBOFA ADVISORS, LLC
100 FEDERAL STREET, BOSTON, MA 02110CRD# 5862296Firm CRD# 107900

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Linda Ann Douglas · BOSTON, MA
Registration
CRD #5862296 · BOFA ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 28
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BOFA ADVISORS, LLC
CRD 107900 · SEC 801-50372
AUM
$94.1B
Regulatory assets under management
Employees
63
171 client accounts
Services offered by BOFA ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
Nonprofits & Foundations
View all advisors at BOFA ADVISORS, LLC →
Introduction

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04

Frequently Asked Questions

What services does Linda Ann Douglas offer?
Linda Ann Douglas specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Linda Ann Douglas's credentials?
Linda Ann Douglas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Linda Ann Douglas located?
Linda Ann Douglas is based in BOSTON, Massachusetts, working with BOFA ADVISORS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Linda Ann Douglas charge for services?
Linda Ann Douglas's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOFA ADVISORS, LLC?
BOFA ADVISORS, LLC has approximately 63 employees and manages $94.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BOFA ADVISORS, LLC

Peter John Barry
BOSTON, MA

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)HINGHAM (23)
City Guides
WELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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