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Doug Adams

LPL Financial Advisor
LPL Financial
at PenFed Wealth Management

Direct Phone: 678-231-6341
Direct Fax: 770-368-2139
Email: doug.adams@penfedwealth.com
Located in: Augusta Davis Rd. and Ft. Gordon Branches
Covers: GA, SC, FL, TX, IL, AL, NC

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

My Background

Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:

  1. Wealth accumulation during your working years
  2. Security and independence in your retirement
  3. The transfer of assets in the most advantageous manner

Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation initial consultation.

Professional Services:

  • 401(k) Planning
  • Investment Management for Seniors
  • Retirement Income Planning
  • Life Insurance Planning
  • Investment Management
  • Retirement Account Planning
  • Education Funding

Do You Want To Contact Me?

LPL Financial Form CRS.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. PenFed Credit Union and PenFed Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PenFed Wealth Management and may also be employees of PenFed Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PenFed Credit Union or PenFed Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.