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Douglas Ercil Hartman
Primerica Financial Representative
333 N Wilshire Ave, Anaheim, CA 92801
333 N Wilshire Ave
Anaheim, CA 92801
Financial Products, Services and Referrals
- Investments and Savings (U.S.)
- Term Life Insurance (U.S.)
- Mortgage Loans (U.S.)
- Auto & Home Insurance Referral Program (U.S.)
- Identity Theft Protection (U.S.) | IDTheftDefense℠
- Pre-Paid Legal Services (U.S.) | Primerica Legal Protection Program™(PLPP)
- Vivint (U.S.) – Smart Home Automation | Home Security System
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California, Wyoming, West Virginia, Wisconsin, Washington, Vermont, , Virginia, Utah, Texas, Tennessee, South Dakota, South Carolina, Rhode Island, Puerto Rico, Pennsylvania, Oregon, Oklahoma, Ohio, New York, Nevada, New Mexico, New Jersey, New Hampshire, Nebraska, North Dakota, North Carolina, Montana, Mississippi, Missouri, Minnesota, Michigan, Maine, Maryland, Massachusetts, Louisiana, Kentucky, Kansas, Indiana, Illinois, Idaho, Iowa, Hawaii, Georgia, Florida, Delaware, District Of Columbia, Connecticut, Colorado, Arizona, Arkansas, Alabama, Alaska
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Arizona, California, Mississippi, New York, Utah, Virginia
Licenses
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PFS Investments Inc. Registered Representative:
Douglas Ercil Hartman FINRA's BrokerCheck-
California, Wyoming, West Virginia, Wisconsin, Washington, Vermont, , Virginia, Utah, Texas, Tennessee, South Dakota, South Carolina, Rhode Island, Puerto Rico, Pennsylvania, Oregon, Oklahoma, Ohio, New York, Nevada, New Mexico, New Jersey, New Hampshire, Nebraska, North Dakota, North Carolina, Montana, Mississippi, Missouri, Minnesota, Michigan, Maine, Maryland, Massachusetts, Louisiana, Kentucky, Kansas, Indiana, Illinois, Idaho, Iowa, Hawaii, Georgia, Florida, Delaware, District Of Columbia, Connecticut, Colorado, Arizona, Arkansas, Alabama, Alaska
- Life Insurance Representative (U.S.)
- Mortgage Loans (U.S.) Douglas Ercil Hartman
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Arizona, California, Mississippi, New York, Utah, Virginia
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California License #: 0A11568
NMLS ID# 300408
NMLSConsumerAccess.org
CA License#: CA-DBO300408
Mortgage Branch Office:
333 N Wilshire Ave
Anaheim, CA 92801
Douglas Ercil Hartman | Primerica Financial Representative
I became a Primerica Financial Representative1 because I wanted to help my neighbors and the residents of Anaheim and the surrounding communities with their financial and life goals with a personalized investments strategy. My highest priority is to create value and peace of mind for my clients.
Whether you are interested in financial products, investment services, term life insurance or a mortgage loan, I can help find the financial solutions that meet your needs. Let me assist you by conducting a Financial Needs Analysis (FNA) to create a customized and comprehensive strategy for your financial security including income protection, retirement protection, debt solutions, and education funding for your children’s educational expenses.
I pride myself on providing excellent customer service to each person who walks through my office doors. I strive to treat each customer the way I’d want to be treated – with respect and integrity. I welcome Anaheim residents to call or visit our office to see how we can help them achieve their financial goals and dreams.
1Primerica Representatives are independent contractors. Representatives are not licensed to sell all products in all states/provinces. Representatives may provide products and services only to individuals in those jurisdictions where they are licensed or approved. For more information, see Primerica's Important Disclosures.
Life-licensed Primerica representatives are agents of certain affiliated Primerica Companies. In New York, term life insurance products are underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, New York. In the United States (except in New York), term life insurance products are underwritten by Primerica Life Insurance Company, Executive Offices: Duluth, Georgia. In Canada, term life insurance products and Common Sense Funds segregated fund products are underwritten by Primerica Life Insurance Company of Canada, Head Office: Mississauga, Ontario.
In the U.S., securities are offered exclusively by PFS Investments Inc. In Canada, mutual funds are offered exclusively by PFSL Investments Canada Ltd, mutual fund dealer. Representatives not licensed with these entities cannot sell to you, or discuss with you, any securities or investment products. Primerica Home Office Address: 1 Primerica Parkway, Duluth, GA 30099. Canadian Head Office Address: 6985 Financial Drive, Suite 400, Mississauga, Ontario L5N 0G3.
Primerica Secure™: A personal lines insurance referral program in which representatives may refer individuals to Answer Financial Inc., which offers insurance products and services of personal lines insurance companies through its licensed affiliates. Not all insurance products and services are available in all states. Neither Primerica, the sales representatives nor the Secure Program™ represent any of the insurers in the Answer Financial program. For more information, please see www.PrimericaSecure.com.
Home automation and security services offered by Vivint, Inc. in the United States. Under a referral program, representatives may refer individuals to Vivint. The products and services offered by the companies noted above may not be available in your jurisdiction or state. The products and services your Primerica representative may be able to offer also may be limited. Available products may be applied for and purchased separately. Please consult your local Primerica office or your Primerica representative for a listing of products and services available.
IDTheftDefense℠ is offered by contractual agreement between Primerica Client Services, Inc. and Prepaid Legal Services, Inc. d/b/a LegalShield ("LegalShield"). ID Theft Defense is a product of LegalShield and provides access to identity theft protection and restoration services. Neither Legal Shield nor its officers, employees, or sales associates directly or indirectly provide identity theft protection, restoration services, or advice. Primerica Client Services, Inc. and its officers, employees and sales representatives do not directly or indirectly provide identity theft protection, restoration services, or advice. ID Theft Defense or certain product features or services may not be available in all U.S. States. See specific plan details for terms, coverage, conditions, and exclusions.
In the U.S., securities and advisory services are offered by PFS Investments Inc., 1 Primerica Parkway, Duluth, Georgia 30099-0001, member FINRA [www.finra.org]. PFS Investments Inc. conducts its advisory business under the name Primerica Advisors.
Primerica Legal Protection Program: A legal services program offered by Pre-Paid Legal Services, Inc. (“PPLSI”) or its applicable subsidiary, through contractual agreement between Primerica Client Services, Inc. and PPLSI. Neither Primerica Client Services, Inc., nor its officers, employees or sales representatives directly or indirectly provide legal services, representation or advice. PPLSI provides access to legal services offered by a network of provider law firms through membership-based participation. Neither PPLSI nor its officers, employees or sales associates directly or indirectly provide legal services, representation or advice. Services and benefit availability may vary by state. See a plan contract for specific state of residence for complete terms, coverage, amounts, conditions and exclusions.
U.S. Mortgage Disclosures:
Primerica Mortgage, LLC, NMLS #1723477 (https://nmlsconsumeraccess.org). EQUAL HOUSING OPPORTUNITY. Primerica Mortgage, LLC is a state licensed Mortgage Broker, with its headquarters office located at 1 Primerica Parkway, Duluth, GA 30099-0001. Phone Number: 1-855-357-1054. Mortgage products are offered through a contractual agreement between Primerica Mortgage, LLC and a third-party lender.; This is not a commitment to lend or extend credit. All loans, credit, and collateral are subject to underwriting and approval by the lender. Terms, rates, data, programs, information, and conditions are subject to change without notice. Not all loan products are available in all states. Specific program restrictions may apply so please consult your Mortgage Loan Originator (MLO) for complete details. Your MLO may only originate mortgage loans on real property that is located in a state where both Primerica Mortgage, LLC and the MLO are licensed to transact mortgage business. While refinancing your existing loan may reduce your monthly payment, your total finance charges may be higher over the life of the loan. Primerica Mortgage, LLC is a MORTGAGE BROKER ONLY, NOT A MORTGAGE LENDER OR MORTGAGE CORRESPONDENT LENDER. For additional disclosures and a complete list of states where residential mortgage loans are offered, please visit https://bit.ly/PriMortgage.
California: Primerica Mortgage, LLC. Licensed by the California Department of Financial Protection and Innovation under the California Financing Law License No. 60DBO 82834.
Life-licensed Primerica representatives are agents of certain affiliated Primerica Companies.In New York, term life insurance products are underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, New York. In the United States (except in New York), term life insurance products are underwritten by Primerica Life Insurance Company, Executive Offices: Duluth, Georgia. In Canada: Term life insurance products and Common Sense Funds segregated fund products are underwritten by Primerica Life Insurance Company of Canada, Head Office: Mississauga, Ontario. Not all products are available in all states or provinces. Securities offered by PFS Investments Inc., 1 Primerica Parkway, Duluth, GA 30099-0001; 770-381-1000, in the U.S., and PFSL Investments Canada Ltd., Mutual Fund Dealer, 6985 Financial Drive, Suite 400, Mississauga, ON, L5N 0G3, 905-812-2900 in Canada.