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Douglas Dial

Douglas Dial

Investment Advisor

Followers of Douglas Dial232 followers
location of Douglas DialLos Angeles Metropolitan Area

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  • Timeline

  • About me

    President at Capital Partners and CEO of One Share Fund

  • Education

    • Northwestern University

      1990 - 1991
      Master's degree

    • Wheaton College

      1985 - 1988
      Bachelor's degree

    • College for Financial Planning

      -
      Accredited Asset Management Specialist Financial Planning and Services

      Individuals who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

  • Experience

    • Edward Jones

      Jan 1992 - Jan 2002
      Investment Advisor

      Doug's core responsibilities involved developing and nurturing firm clients and providing investment solutions to meet their objectives. He also served in roles from sales training to hiring to capital hill lobbyist.

    • Dial Investment Advisors

      Jan 2002 - Jan 2005
      President

      Doug led the client transition from a commission based fee structure to a fee only advisory model. His leadership and industry insight led to lower fees for clients.

    • Marcus & Millichap

      Jan 2005 - Jan 2010
      Senior Investment Associate

      Doug served private and institutional clients with expertise on alternative investments. He provided strategy, forecasting, sales and deal making leadership. Doug specialized in non performing notes, multi housing and hospitality assets.

    • Capital Partners Investment Group

      Dec 2010 - now
      President

      Boutique Wealth Management Firm serving high net worth individuals and organizations worldwide. Doug also serves as CEO of One Share Fund which pursues poverty elimination though investment in capital formation for the worlds ultra poor.

  • Licenses & Certifications

    • Accredited Asset Management Specialist

      College for Financial Planning
      Jan 2001
      View certificate certificate

    • Series 7, 63, 65

      Financial Industry Regulatory Authority (FINRA)

    • Life Variable Annuity

      Florida Department of Financial Services

    • SEC Registered Investment Advisor Representative

      U.S. Securities and Exchange Commission

  • Volunteer Experience

    • Chief Executive Officer

      Issued by One Share Fund on Nov 2021
      One Share FundAssociated with Douglas Dial