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Douglas I. Donald MBA, CPA, CRPC, PFS-Financial Advisor 1st Global Capital Corp. |
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2408 Greatstone Point |
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Lexington, KY 40504 |
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phone: (859) 223-3318 |
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fax: (859) 223-5875 |
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email:
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Manager Overview
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"Find the investment help you need all in one place..."
Investment Services, Inc. is available to help you determine your financial goals and invest for your potential financial well being.
Douglas I. Donald, MBA, CPA, CRPC, PFS
Financial Advisor of 1st Global Capital Corp.
Securities offered through 1st Global Capital Corp., 8150 N. Central Expwy, Ste. 500, Dallas, TX 75206, (214) 265-1201. Member FINRA/SIPC. We currently have individual license to offer securities in the state of CA, DE, FL, ID, KY, KS, MO, OH, TX and VA. This is not a offer to sell securities or provide investment advice in any other state or jurisdiction. |
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Experience & Disclosure
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My CRD Number:
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3250757 |
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Firm CRD Number:
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30349 |
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Work Experience:
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Financial Advisor with:
Financial Advisor-1st Global Capital Corp. 2003-Present. Financial Advisor-Unified Financial Securities, Inc. 2000-2003. Financial Advisor-Commonwealth Investment Services Inc. 1999-2000.
Other Work Experience:
Finance Department, Merrill Lynch, Wall Street, 1975-1976. Finance Department, Fasig-Tipton, Elmont NY, 1977-1980.
Comptroller and Secretary, The Kentucky Horse Center, Inc., Lexington, KY, 1980-1982. Branch Manager, Adams, Delaney, Davis & Anderson Certified Public Accountants, 1982-1986. President, Donald & Company, PSC Certified Public Accountants, 1986-Present. |
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Academic Background:
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Master of Business Administration (MBA) in finance from Long Island University, C. W. Post Center, Long Island, New York. Bachelor of Science in Business Administration(BSBA) in accounting from Nichols College, Dudley, Massachusetts. |
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Services
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Types of Investments:
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Here are some of our offerings:
Life Insurance, Disability Insurance, Mutual Funds & Annuities, 401(k) & Profit Sharing Plans, Sep-IRA, Roth and Education IRAs, Financial Planning, Estate Planning, College & Retirement Planning, Long Term Nursing Care Insurance, Long Term Disability Plans, 403(k) Services and Analysis, Pre-Tax Life Insurance
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Qualifications
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Certifications, Accreditations and Designations:
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Cerified Public Accountant(CPA) in the state of Kentucky.
Personal Financial Specialist (PFS) designation by the American Institute of Certified Public Accountants (AICPA).
Chartered Retirement Planning Counselor (CRPC) thru The College for Financial Planning. Throughout Kentucky he holds a valid Health, Life and Annuity insurance license. Mr. Donald holds the following security licenses with 1st Global Capital Corp. - Series 6, Series 7 and Series 63 in CA, DE, FL, ID, KS, KY MO, OH, TX and VA. He also is a Registered Investment Advisor Representative with 1st Global Advisors, Inc. in Kentucky. |
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Number of Advisors in Office:
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1 |
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Advisor's Number of Clients:
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150 |
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Assets Managed by Advisor:
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15,000,000 |
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Compensation
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New Client Minimum Portfolio Size:
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$50,000 |
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Fee:
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commission and fee based |
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Money Manager Articles
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