Unclaimed Profile

Douglas Kent Vanallen

TPG FINANCIAL ADVISORS, LLC·PORTLAND, Oregon

SIE, Series 7, Series 31, Series 63CFPClean record24 years registeredTPG FINANCIAL ADVISORS, LLC

11740 SW 68TH PARKWAY, PORTLAND, OR 97223CRD# 2067386Firm CRD# 141153

Profile Verification

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

Identity

Douglas Kent Vanallen · PORTLAND, OR

Registration

CRD #2067386 · TPG FINANCIAL ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TPG FINANCIAL ADVISORS, LLC

TPG FINANCIAL ADVISORS, LLC

Jun 2013 – Nov 2016

PORTLAND, OR

GENEOS WEALTH MANAGEMENT, INC.

Mar 2006 – Aug 2016

PORTLAND, OR

MULTI-FINANCIAL SECURITIES CORPORATION

Sep 2001 – Mar 2006

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Registration record

First registered · September 25, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TPG FINANCIAL ADVISORS, LLC

CRD 141153 · SEC 801-77417

AUM

$1.7B

Regulatory assets under management

Employees

1,514 client accounts

Services offered by TPG FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TPG FINANCIAL ADVISORS, LLC →

Introduction

Speak with Douglas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Douglas is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PORTLAND?

Browse all registered financial advisors in PORTLAND, Oregon or claim this profile if it's yours.

Browse PORTLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Douglas Kent Vanallen offer?

Douglas Kent Vanallen specializes in Financial Planning, Investment Management, Retirement Planning.

What are Douglas Kent Vanallen's credentials?

Douglas Kent Vanallen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Douglas Kent Vanallen located?

Douglas Kent Vanallen is based in PORTLAND, Oregon, last registered with TPG FINANCIAL ADVISORS, LLC.

How does Douglas Kent Vanallen charge for services?

Douglas Kent Vanallen'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 TPG FINANCIAL ADVISORS, LLC?

TPG FINANCIAL ADVISORS, LLC has approximately 20 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →