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Douglas James Wheat is a financial advisor professional located in Amherst, MA. They specialize in financial advisory.
Douglas James Wheat - Perigon Wealth Management, Llc holds an active professional license (FINRA CRD) for your protection.
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Douglas James Wheat operates Perigon Wealth Management, LLC in Amherst, Massachusetts, offering financial advisory services. The business is registered with a FINRA CRD license number 5231223, which establishes its regulatory standing in the securities and investment advisory industry. Clients seeking financial guidance in the Amherst area can connect with this firm to discuss their financial planning needs and investment objectives.
A FINRA CRD (Financial Industry Regulatory Authority Central Registration Depository) license indicates that Douglas James Wheat is registered with FINRA, the primary regulator overseeing investment advisors and brokers. This registration means the advisor operates under FINRA's rules and oversight, which govern how financial professionals conduct business, handle client assets, and disclose conflicts of interest. The license number 5231223 is the unique identifier for this registration, allowing clients to verify the advisor's regulatory status and disciplinary history through FINRA's public database.