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Douglas William Mccallum

Frg Family Wealth Advisors

Bellevue, WA

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Current Employers
Frg Family Wealth Advisors

10900 Ne 8Th Street, Suite 1600, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2016-06-23
  • WA RA
    APPROVED
    Since 2016-06-23

Branch Locations

10900 Ne 8Th Street, Suite 1600, Bellevue, WA 98004 • 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
New York Life Ins. Co. Bellvue WA 03/1963 Present
Financial Resources Group Bellevue WA 11/1982 Present
Conover Securities Corporation Bellevue WA 05/2013 Present
  • 03/1963 → Present
    New York Life Ins. Co.
    Bellvue, WA
  • 11/1982 → Present
    Financial Resources Group
    Bellevue, WA
  • 05/2013 → Present
    Conover Securities Corporation
    Bellevue, WA
Previous Registrations
  • 1989-10-13 → 2016-11-14
    Financial Resources Group
    Bellevue, WA
  • 1993-02-22 → 2010-07-01
    Bellevue, WA
Other Businesses

NEW YORK LIFE - BROKER OF LIFE INSURANCE & HEALTH INSURANCE PRODUCTS AND SERVICES FOR FEE AND/OR COMMISSION. HOURS LIMITED TO OVERSIGHT OF STAFF EXPERTS. APRROX. 4 HOURS/MONTH ALL OF WHICH ARE DURING MARKED HOURS 1963- CURRENT FINANCIAL RESOURCE GROUP - FINANCIAL PLANNER AND FINANCIAL ADVISER OFFERING BROAD BASED FINANCIAL ADVICE FOR A FEE. 160 HOURS/MONTH OR WHICH 80 HOURS ARE DURING MARKED HOURS. 1982-CURRENT

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-08-25
  • S63 Uniform Securities Agent State Law Examination
    1989-08-25

View on SEC IAPD

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