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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
DV

Donald Vincent Davey

Florida·CRD #3038288
IA Rep

Investment Adviser Rep at DISCIPLINED EQUITY MANAGEMENT, INC.

Experience
22 yrs
States
2
Exams
1
Since
2004
Est. fee
AUM
Minimum
$1.0M
View profile
DW

Donald Wallace Roork

Michigan·CRD #403675
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
53 yrs
States
3
Exams
7
Since
1973
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DW

Donald Warren Johnson Jr

North Carolina·CRD #2082294
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
35 yrs
States
1
Exams
4
Since
1991
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DW

Donald Warren Patrick

Georgia·CRD #1163392
Dual-registered

Dual-registered at IFG ADVISORY, LLC

Experience
43 yrs
States
1
Exams
8
Since
1983
Est. fee
AUM / Hourly / Flat Fee
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DW

Donald Wayne Aaron Jr.

Virginia·CRD #7163659
IA Rep

Investment Adviser Rep at REGAL INVESTMENT ADVISORS LLC

Experience
7 yrs
States
1
Exams
1
Since
2019
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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DW

Donald Wayne Coplin

Arizona·CRD #1055832
Dual-registered

Dual-registered at USA FINANCIAL SECURITIES LLC

Experience
43 yrs
States
5
Exams
7
Since
1983
Est. fee
AUM / Commission / Hourly / Flat Fee
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DW

Donald Wayne Ferguson Jr

Maryland·CRD #2370163
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
33 yrs
States
2
Exams
6
Since
1993
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
DW

Donald Wayne Lamison

Pennsylvania·CRD #2885405
IA Rep

Investment Adviser Rep at SEQUINOX WEALTH MANAGEMENT, LLC

Experience
28 yrs
States
1
Exams
5
Since
1998
Est. fee
AUM / Other
View profile
DW

Donald Wayne Warnke

Alabama·CRD #5482470
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DW

Donald W David

Florida·CRD #2465874
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
17 yrs
States
2
Exams
6
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
DW

Donald W Dormeier

Indiana·CRD #70557
Dual-registered

Dual-registered at KINGSVIEW WEALTH MANAGEMENT, LLC

Experience
51 yrs
States
1
Exams
6
Since
1975
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
DW

Donald Weis

Florida·CRD #5112016
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
20 yrs
States
2
Exams
6
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DW

Donald William Cowie

Pennsylvania·CRD #1187566
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
43 yrs
States
1
Exams
6
Since
1983
Est. fee
AUM / Hourly / Flat Fee
View profile
DW

Donald William Dietz

Arkansas·CRD #5699188
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
17 yrs
States
3
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
DW

Donald William Faul

California·CRD #1233953
Dual-registered

Dual-registered at MARINER ADVISOR NETWORK

Experience
35 yrs
States
3
Exams
6
Since
1991
Est. fee
AUM / Hourly / Flat Fee
View profile
DW

Donald William Hook II

Indiana·CRD #1577016
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
39 yrs
States
2
Exams
5
Since
1987
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DW

Donald William Kuerner

Pennsylvania·CRD #1871749
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
38 yrs
States
1
Exams
6
Since
1988
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DW

Donald William Marvel

New Jersey·CRD #836388
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
49 yrs
States
1
Exams
7
Since
1977
Est. fee
AUM / Hourly / Flat Fee
View profile
DW

Donald William Samuels

Ohio·CRD #409895
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
51 yrs
States
2
Exams
5
Since
1975
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DW

Donald William Sheldon

California·CRD #7543655
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
DW

Donald William Smith Jr

North Carolina·CRD #5215922
IA Rep

Investment Adviser Rep at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
20 yrs
States
2
Exams
4
Since
2006
Est. fee
AUM / Other
View profile
DW

Donald William Stellin

Michigan·CRD #4298918
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
25 yrs
States
1
Exams
3
Since
2001
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DW

Donald Winger

Illinois·CRD #7766611
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Flat Fee
View profile
DA

Don Allen Damron

Virginia·CRD #5096579
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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