Douglas Michael Irish

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2004 → 07/2021
  Waddell & Reed, Inc.
  Portland, OR
• 09/2004 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Portland, OR
• 10/2013 → 07/2021
  Doug Irish Inc
  Happy Valley, OR
• 03/2017 → 07/2021
  Irish & Charuhas Llc
  Portland, OR
• 07/2021 → Present
  Lpl Financial Llc
  Portland, OR

Previous Registrations

• 2008-11-24 → 2021-07-21
  Waddell & Reed
  Portland, OR
  Seattle, WA
  Portland, OR

Other Businesses

1)07/09/2021 - Irish and Charuhas Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)07/09/2021 - Irish & Charuhas LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - Portland, OR - Start: 03/2017 3)07/09/2021 - Doug Irish Inc. - Business Entity For Tax/Investment Purposes Only - Inv Rel - Portland, OR - Start: 11/2013

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-21
• S63 Uniform Securities Agent State Law Examination
  2004-08-12

Other Names

• Doug Irish