Unclaimed Profile

Douglas William Mccallum

FINANCIAL RESOURCES GROUP.COM LLC·BELLEVUE, Washington

Series 1, Series 24, Series 63Clean record36 years registeredFINANCIAL RESOURCES GROUP.COM LLC

10900 NE 8TH STREET, BELLEVUE, WA 98004CRD# 324917Firm CRD# 116897

Profile Verification

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

Identity

Douglas William Mccallum · BELLEVUE, WA

Registration

CRD #324917 · FINANCIAL RESOURCES GROUP.COM LLC · 36 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL RESOURCES GROUP.COM LLC

FRG FAMILY WEALTH ADVISORS

Jun 2016 – May 2026

BELLEVUE, WA

ROYAL ALLIANCE ASSOCIATES, INC.

Feb 1993 – Jul 2010

BELLEVUE, WA

FINANCIAL RESOURCES GROUP

Oct 1989 – Nov 2016

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 63

Registration record

First registered · October 13, 1989

Years registered · 36

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL RESOURCES GROUP.COM LLC

CRD 116897 · SEC 801-79110

AUM

$388M

Regulatory assets under management

Employees

422 client accounts

Services offered by FINANCIAL RESOURCES GROUP.COM 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 FINANCIAL RESOURCES GROUP.COM LLC →

Introduction

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Frequently Asked Questions

What services does Douglas William Mccallum offer?

Douglas William Mccallum specializes in Financial Planning, Investment Management.

What are Douglas William Mccallum's credentials?

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

Where is Douglas William Mccallum located?

Douglas William Mccallum is based in BELLEVUE, Washington, last registered with FINANCIAL RESOURCES GROUP.COM LLC.

How does Douglas William Mccallum charge for services?

Douglas William Mccallum's firm is compensated through other: negotiated fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL RESOURCES GROUP.COM LLC?

FINANCIAL RESOURCES GROUP.COM LLC has approximately 4 employees and manages $388M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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