Best Investors Account Sign in
Inactive

Kayla Lynn Douglas

Professional Financial Advisors, LLC

North Platte, NE

CRD 7300356

Claim This Profile
Employer firm

Professional Financial Advisors, LLC CRD 173719

$770M regulatory AUM 35 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • FINANCIAL CONSULTING SERVICES

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

Current Employers
Professional Financial Advisors, Llc

1400 S Dewey St Suite 300, North Platte, NE 69101-5311 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2021-05-13
  • NE RA
    APPROVED
    Since 2021-05-13

Branch Locations

1400 S Dewey St Suite 300, North Platte, NE 69101-5311 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
City Of North Platte - Parks & Rec North Platte NE 01/2016 06/2018
Mid Plains Community College North Platte NE 05/2016 12/2018
Professional Financial Advisors North Platte NE 06/2018 Present
  • 01/2016 → 06/2018
    City Of North Platte - Parks & Rec
    North Platte, NE
  • 05/2016 → 12/2018
    Mid Plains Community College
    North Platte, NE
  • 06/2018 → Present
    Professional Financial Advisors
    North Platte, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-10
  • S65 Uniform Investment Adviser Law Examination
    2021-05-10

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

Misty Dawn Robertson
DAVID DUANE HOVDEN
Kevin Dimmitt

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · NORTH PLATTE, NE
THRIVENT INVESTMENT MANAGEMENT INC. · NORTH PLATTE, NE
WELLS FARGO CLEARING SERVICES, LLC · NORTH PLATTE, NE

More in North Platte, NE

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor