DC

Douglas Cole

Chief Executive Officer at SagePoint Financial

Douglas Cole is a seasoned financial professional with extensive experience in investment advisory and management. Currently serving as a Registered Investment Advisor at LPL Financial since January 2020, Douglas also holds the position of Chief Executive Officer at Cole Financial, Inc., a role established in January 2000. Previous positions include Principal at Cole Financial Inc. (2000-2013), Vice President at Morgan Stanley (2000-2001), and Registered Representative roles at both Painewebber Incorporated and SALOMON SMITH BARNEY. Douglas began a career in finance after earning a Bachelor's Degree in Economics from UCLA between 1979 and 1983.

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