Frank A Douglass

Current Employers

Employment History

• 07/2008 → 09/2025
  Avantax Investment Services, Inc.
  Lexington, SC
• 11/2008 → 09/2025
  Avantax Adisory Services
  Lexington, SC
• 05/2013 → Present
  Midlands Technical College
  Columbia, SC
• 01/2009 → Present
  Douglass Financial, Llc
  Lexington, SC
• 09/2014 → 09/2025
  Avantax Insurance Agency Llc
  Lexington, SC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lexington, SC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2009-01-12 → 2025-09-05
  Avantax Advisory Services
  Lexington, SC

Other Businesses

1) CPM Global Properties, LLC~217 Timbergate Drive~Lexington~SC~29073~Real Estate~Partner/General Partner~9/1/2017~4hrs~0hrs~This LLC was formed to purchase an office in partnership with my brother-in-law. The real estate closing is set for 9-11-17. 2) THE STANDARD - DISABILITY INSURANCE COMPANY POSITION: Agent NATURE: Disability Insurance company INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/16/2022 ADDRESS: 123-C Library Hill Lane, 1100 SW Sixth Avenue, Portland OR 97204-1093, United States DESCRIPTION: Agent for this company 3) DOUGLASS FINANCIAL, LLC POSITION: Owner/Sole Proprietor NATURE: Financial Planning and Tax Prep INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2009 ADDRESS: 123-C Library Hill Lane, Lexington SC 29072, United States DESCRIPTION: Assist clients with tax preparation as well as all aspects financial planning.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-09-09

Designations