Douglas Brent Massey

Employer firm

Ofg Financial Services, Inc. CRD 23940

$271M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/1985 → Present
  Self-Employed
  San Angelo, TX
• 03/1997 → Present
  Ofg Financial Services, Inc.
  Topeka, KS

Other Businesses

DOUG MASSEY INSURANCE - INSURANCE & FIXED ANNUITY SALES - SALES & SERVICE TO EXISTING CLIENTS & PROSPECTS - COMMISSIONS - 15% OF TIME SPENT; INSURANCE PROFESSIONAL REAL ESTATE PARTNERSHIP -MANAGE OFFICE BUILDING - COLLECT RENT, MAINTANENCE, & MINOR REPAIRS - RENTAL INCOME - 2% OF TIME SPENT; NAIFA-Falls Church VA-solicit funds from members for IFAPAC-no compensation-1-2% of time spent; NAIFA-Texas-serve on investment committee-no compensation-1-2% of time spent.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-10-07

Designations

• Chartered Financial Consultant

Other Names

• Doug Massey