Douglas Claycomb has been President of Plan Group Financial since March 2017, is a control person of the firm and directly owns 75% or more of it.
Plan Group Financial, Inc. is an Oklahoma City, OK firm with $690M under management, 1,221 clients and 17 advisers across 9 offices, as of its October 2026 filing.
Douglas Claycomb’s longest registration is the current one, 13 years at Plan Group Financial since 2013. Before joining Plan Group Financial in 2023, Douglas Claycomb was registered through FSC Securities Corporation and Merrill Lynch Pierce Fenner & Smith Inc.
- Plan Group Financial, Inc.Current– present · 13 yearsOklahoma City, OK · Adviser representative · Firm CRD 116508
- FSC Securities Corporation– · 1 yearOklahoma City, OK · Adviser representative · Firm CRD 7461
- Merrill Lynch Pierce Fenner & Smith Inc.– · 2 yearsOklahoma City, OK · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Douglas Claycomb is registered as an investment adviser representative in 3 states. Each was approved in January 2023.
- NebraskaSince 25 January 2023
- OklahomaSince 12 January 2023
- TexasSince 12 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 April 2004 |
| Series 7 | General Securities Representative Examination | 9 March 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Douglas Ray Claycomb
- CRD
- 4751115
- Firm
- Plan Group Financial · CRD 116508
- Role
- President
- Office
- 101 N.E. 82ND STREET, SUITE 200, Oklahoma City, OK 73114
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2005
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Douglas Claycomb work?
Douglas Claycomb has been President of Plan Group Financial, Inc. since March 2017, and is a control person of the firm.
Is Douglas Claycomb a financial advisor?
Yes. Douglas Claycomb has a current investment-adviser registration in Nebraska, Oklahoma and Texas, through Plan Group Financial since January 2023.
How many years of experience does Douglas Claycomb have?
Douglas Claycomb has 21 years in the financial industry, since May 2005, across 3 adviser firms.
What exams has Douglas Claycomb passed?
Douglas Claycomb has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2004. FINRA credited Douglas Claycomb with the SIE, which began in October 2018.
Where did Douglas Claycomb work before Plan Group Financial?
Before Plan Group Financial, Douglas Claycomb was registered through FSC Securities Corporation, July 2011 to September 2012; Onstott & Associates, Inc., February 2007 to July 2011; Merrill Lynch Pierce Fenner & Smith Inc., April 2004 to May 2006.
Where is Douglas Claycomb based?
Douglas Claycomb’s registered office is in Oklahoma City, OK.
Is Douglas Claycomb registered with FINRA?
Yes. Douglas Claycomb has a current broker registration, under CRD 4751115.
Source: FINRA BrokerCheck
How can I verify Douglas Claycomb’s record?
Search CRD 4751115 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Douglas Claycomb’s full registration record.