Unclaimed Profile

Douglas Charles Koval

VOGEL FINANCIAL ADVISORS, LLC·DALLAS, Texas

Clean record25 years registeredVOGEL FINANCIAL ADVISORS, LLC

12400 COIT ROAD, DALLAS, TX 75251CRD# 4460567Firm CRD# 114219

Profile Verification

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

Identity

Douglas Charles Koval · DALLAS, TX

Registration

CRD #4460567 · VOGEL FINANCIAL ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VOGEL FINANCIAL ADVISORS, LLC

VOGEL FINANCIAL ADVISORS, LLC

Jan 2001 – Jan 2017

DALLAS, TX

Registrations & Exams

Registration record

First registered · January 2, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VOGEL FINANCIAL ADVISORS, LLC

CRD 114219 · SEC 801-63219

AUM

$413M

Regulatory assets under management

Employees

259 client accounts

Services offered by VOGEL FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VOGEL FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Douglas Charles Koval offer?

Douglas Charles Koval specializes in Financial Planning, Investment Management.

What are Douglas Charles Koval's credentials?

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

Where is Douglas Charles Koval located?

Douglas Charles Koval is based in DALLAS, Texas, last registered with VOGEL FINANCIAL ADVISORS, LLC.

How does Douglas Charles Koval charge for services?

Douglas Charles Koval'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 VOGEL FINANCIAL ADVISORS, LLC?

VOGEL FINANCIAL ADVISORS, LLC has approximately 3 employees and manages $413M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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