Douglas Martin Fair

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

• 04/2003 → 08/2017
  Financial West Group
  Westlake Village, CA
• 05/2004 → Present
  Your Money Coach Financial Services
  Moorpark, CA
• 08/2017 → 06/2025
  Western International Securities, Inc.
  Pasadena, CA
• 06/2025 → Present
  Lpl Financial Llc
  Northridge, CA

Previous Registrations

• 2017-08-21 → 2025-06-05
  Western International Securities, Inc.
  Northridge, CA
• 2003-04-23 → 2017-08-21
  Financial West Group
  Westlake Village, CA
  Northridge, CA
  Moorpark, CA
  Moorpark, CA
  Woodland Hills, CA
  Moorpark, CA
• 1998-11-30 → 2003-05-06
  Sentra Securities Corporation
  Moorpark, CA

Other Businesses

1. 06/05/2025- Your Money Coach Financial Services- Non-Variable Insurance- INV Related- At Reported Business Locations(s)- Start date 01/06/1992- 5 Hours Per Month- 5 Hours During Trading 2. 06/05/2025- Your Money Coach Financial Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 11/07/2019- 120 Hours Per Month- 120 Hours During Trading 3. 10/01/2025 - Your Money Coach Financial Services - Registered Investment Advisor - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/07/2019 - 0 hours per month/ during trading - I provide financial planning and consulting services through Your Money Coach Financial Services, an independent investment advisor firm. I started this business activity in 11/2019. I expect to spend approximately 0 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-03-11