Doug Quilling [ChFEBC℠]
225 Forest Park Circle
Panama City, FL 32405
Original Certification Date: 10/13/14
Organization: Harbor Financial Services
Broker Dealer: Harbor Financial Services, LLC
Phone: 850-215-0800 or 877-521-0800 Extension:
States Currently Licensed: FL, AL, GA, LA, TX, WI
CRD #: 2732330
Primary Insurance Companies: At Harbor, Financial Services we are pleased to partner with a wide range of highly rated companies that offer life insurance, long term care insurance, fixed annuities, fixed indexed annuities and variable annuities designed to address retirement and risk management goals.
Primary Investment Companies: As a correspondent firm of Raymond James & Associates, Inc. we have access to their extensive trading platform which includes listed equities, mutual funds, exchange trades funds, bonds, preferred stocks, Real estate investments trusts, master limited partnerships and other approved alternative investment strategies.
Services: For nearly 20 years I have been working with individuals to assist them in their retirement and investment planning goals with additional attention to addressing family insurance and risk management needs at the same time. I have extensive experience with qualified pension, 401(k), ESOP and TSP accounts and their rollover to individual retirement accounts.
Additional Information: Before beginning my financial services career in 1995 with particular emphasis on retirement planning I was a PGA professional for over 20 years. In addition to the ChFEBC(sm) designation, I hold a Series 6, 63 & 7 securities license, and life, health, and variable annuity insurance licenses.