Unclaimed
Don Wesley Salter is a financial professional with over 25 years of experience in the industry. Don is registered with J. W. Cole Advisors, Inc. and has been with the firm since 2014. Don specializes in providing financial planning, investment management and hourly & fixed rate consulting services for individuals and businesses. Prior to joining J. W. Cole Advisors, Inc., Don was a registered representative with LPL Financial LLC and J.W. COLE FINANCIAL, INC. Don has a proven track record of success in helping clients achieve their financial goals.
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.
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.
Hourly & fixed rate consulting
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.
A percentage of the total value of assets under management is charged.
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2
LA
07/20/2018 - Present
J. W. Cole Advisors, Inc. (SHREVEPORT LA)
LA
11/03/2016 - 07/30/2018
LPL FINANCIAL LLC (SHREVEPORT LA)
LA
07/01/2014 - 11/22/2016
J.W. COLE FINANCIAL, INC. (Shreveport LA)
LA
05/30/2008 - 07/02/2014
FIRST ALLIED SECURITIES, INC. (SHREVEPORT LA)
LA
02/23/1994 - 05/30/2008
FFP SECURITIES, INC. (SHREVEPORT LA)
NJ
05/11/1992 - 02/03/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/11/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1998
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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