Doug Applegate Email & Phone Number
Financial Advisor, AAMS® @ Raymond James
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Doug Applegate Location
- Denver, CO, US
Doug Applegate Work
- 2017 -now Financial Advisor, AAMS® @
- 2001 -2017 Financial Advisor, AAMS® @
- 1999 -2001 Sales Representative @ FedEx Services
- 1996 -1999 Associate Director of Financial Aid and Admissions @
- 1994 -1996 Assistant Director of Admissions and Financial Aid @ The Orme School
Doug Applegate Education
- Willamette University
BFA (Political Science & Psychology, minor Economics)
1990-1994
Doug Applegate Skills
- Finance
- Retirement Planning
- Strategic Planning
- Leadership
- Retirement
- Investments
- Estate Considerations
- Series 7
- Portfolio Strategies & Reviews
- Management
- Portfolio Strategies And Reviews
- Financial Reporting
- Microsoft Excel
- Long Term Care
- Estate Planning
- Financial Advisory
- Public Speaking
- Accounting
- Insurance
- Account Management
- Sales
- Financial Planning
- Portfolio Management
- 401k
- Fundraising
- Investment Advisory
- Strategy
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Operations
- Strategic Financial Planning
- Investment Strategies
- Program Management
- College Savings Plans
- Nonprofits
- Customer Service
- Financial Analysis
- Project Planning
- 401k Rollovers
- Personal Finance
- Series 65
- Employee Benefits
- Securities
Doug Applegate Summary
- Doug Applegate, based in Denver, CO, US, is currently a Financial Advisor, AAMS® at Raymond James. Doug Applegate brings experience from previous roles at Edward Jones, FedEx Services, Wittenberg University and The Orme School. Doug Applegate holds a 1990 - 1994 BFA in Political Science & Psychology, minor Economics @ Willamette University. With a robust skill set that includes Finance, Retirement Planning, Strategic Planning, Leadership, Retirement and more. Doug Applegate has 1 emails and 1 mobile phone numbers on RocketReach.
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