Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you D? Claim Your ProfileDonald Kent Bilbrey is a financial advisor at LPL Financial LLC. Donald has been in the industry since 1995 and has experience with a wide range of financial products and services. Donald is registered to provide investment advice in multiple states, including Tennessee, Arizona, Texas, Maine, and more. Donald has previously worked at INVEST FINANCIAL CORPORATION.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
05/10/2013 - Present
LPL Financial LLC (CROSSVILLE TN)
TN
06/21/1995 - 01/25/2011
INVEST FINANCIAL CORPORATION (COOKVILLE TN)
IA
Issued 12/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure D Bilbrey is the right advisor for you? Invested Better is here to help.
