For over 44 years Doug Lem has been working in different jobs. Recently, Doug Lem worked as a Vice President, Planning Specialist, Wealth Advisory Group in Mercury Financial Group widening experience. This professional graduated from California State University, Chico in 1976 where this expert received all the required knowledge and skills. This professional has all required knowledge and skills for his job, that's proven by the following certifications in Certified Estate Planner (Cep) and Finra Series 7, 66 Licenses. You can find this expert in Venice, California, where he is located nowadays. SoftwareOfficial has all the personal info you need to be in touch with Doug Lem, such as Doug's phone number or email. Send the request to get more data.
Name variants:
Douglas Lem
Last updated May 06, 2024
Contact Information
Last Update
Jul 7, 2022
Email
dl**@emercury.com, do**@gmail.com, dl**@mbginstitutional.com
Location
Venice, CA
Company
Workplace
Vice President, Planning Specialist, Wealth Advisory Group
Dallas, TX
Industry
Financial Services
Colleagues
Work History
Vice President, Planning Specialist, Wealth Advisory Group
1445 Ross Ave SUITE 4600, Dallas, TX 75202
Mercury Financial Group, a national advisory firm which works with the top Wall Street based firms as well as banks, broker/dealers, accounting firms and other financial institutions. Mercur...
Oct 2012 — Sep 2014
Chief Executive Officer
Consultant to Wirehouses and Banks
Jan 2008 — Sep 2012
Vice President, Planning Specialist Wealth Advisor Group
1445 Ross Ave SUITE 4600, Dallas, TX 75202
Wealth Manager
2815 Townsgate Rd SUITE 120, Westlake Village, CA 91361
Education
1975 — 1976
1971 — 1976
Occupations
Executive
Vice President
Advisor
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Estate Planning
Financial Planning
Securities
Life Insurance
Insurance
Wealth Transfer
Wealth Management
Financial Planners
Retirement Planning
Strategic Financial Planning
Retirement
Wealth
Long Term Care Insurance
Succession Planning
Investments
Financial Advisory
Series 7
Health Insurance
High Net Worth Individuals
Long Term Care
Banking
Pensions
401K
Investment Strategies
Finance
Disability Insurance
Wealth Management Services
Term Life Insurance
Asset Allocation
Investment Advisory
Fixed Annuities
Alternative Investments
Series 63
Wealth Accumulation
Iras
Asset Management
FAQs about Doug Lem
What's the main profession of Doug Lem?
The expert is a Vice President, Planning Specialist, Wealth Advisory Group.
What jobs is Doug Lem proficient at at?
Doug Lem is a professional Executive and Vice President jobs.
Where does Doug Lem currently live?
Venice, California is the place where Doug Lem currently lives
What is Doug's email?
The expert's email is dl**@emercury.com and do**@gmail.com.
How many companies did Doug Lem work at?
The professional worked at six jobs.
What education does Doug Lem have?
Doug studied at the California State University, Chico from 1975 to 1976.
Are there any professional certifications, that Doug Lem has?
The professional received the following certifications: Certified Estate Planner (Cep) and Finra Series 7, 66 Licenses.
What is the industry that Doug Lem is connected to?
This person works in Insurance industry.