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Doug Singer

DMS Capital

9600 N 96th Street
Unit 241

Scottsdale, AZ 85258
(480) 4510435

About DMS Capital

Pelleton Capital is an Independent financial firm that focuses on helping individuals and families interested in having the optimum plan for retirement.

We are not captive to any one carrier and/or custodian, and our planning is specific to each client.

Your relationship with Pelleton Capital starts with the planning process by examining where you are today and the retirement you want tomorrow. From there we build a plan, piece by piece, to help you achieve your goals.

Our clients value a holistic approach to financial planning for all of life's chapter 2 issues such as risk mitigation, wealth preservation, growth, income strategies, Social Security optimization, budgeting, health care, tax minimization along with trust and estate planning.

We seek to exceed client expectations through competent decision making, superior ongoing service, communication and education. We are a fiduciary. We always your best interests before our own. We offer customized, unbiased disciplined Investment solutions and financial plans.

General Information

Firm Start Year

1998

No.of Employees

2-4

CRD#

2311597

Firm CRD#

117679

Insurance License#

8751619

States Licensed in

AZ, NC, SC

I work with the following types of clients

Individual Investors

Services

Investment Types

Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Annuities, Insurance

I can meet clients in the following ways

At my office, At your home, At your office, Video Conference, Via email, Via phone

Qualifications & Membership

Securities Licenses

Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Variable Life, Life, Variable Annuity, Annuity

Compensation and Fees

Fee Structure

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Fee % Based on Assets

.95

Education

BS - Business

Indiana University
08/1980 - 05/1984