Brian Douglas

Retirement Sales Consultant

Retirement Consulting Services, Commonwealth Financial Network®

  • Fields inquiries from advisors and home office staff on all retirement-related topics and initiatives
  • Provides retirement consultation to advisors on all aspects of their retirement practices, from new business development and plan proposals, to plan design, product placement, and regulatory matters
  • Has more than 15 years of 401(k) consulting and recordkeeping experience
  • Has worked for a large bundled provider and a small recordkeeping third-party administrator
  • Holds an Accredited Pension Administrator (APA) designation through the National Institute of Pension Administrators, Inc., and the FINRA Series 65 registration
  • Has a BS in marketing, with a minor in economics, from Plymouth State University