Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Allan Waterbury is a financial advisor with Independent Financial Partners based in Vero Beach, FL. Donald has been active in the industry since 1971 and holds both Series 7TO and Series 63 licenses. Donald has also earned the Certified Financial Planner and Chartered Financial Consultant designations. Donald has experience working with high net worth individuals, charitable organizations, and pension and profit-sharing plans. Donald provides both discretionary and non-discretionary investment advice.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
02/22/2022 - Present
Independent Financial Partners (Vero Beach FL)
FL
09/08/2009 - 05/23/2019
LPL FINANCIAL LLC (VERO BEACH FL)
OH
05/21/1991 - 09/08/2009
MUTUAL SERVICE CORPORATION (CINCINNATI OH)
PA
04/10/1974 - 03/14/1991
CIGNA SECURITIES, INC. (RADNOR PA)
NA
02/06/1974 - 05/22/1974
E. F. HUTTON & COMPANY INC
NA
07/02/1973 - 03/22/1974
DUPONT WALSTON, INCORPORATED
NA
08/23/1971 - 07/02/1973
DUPONT GLORE FORGAN INCORPORATED
NA
11/18/1970 - 08/22/1971
BACHE & CO INCORPORATED
BC
Issued 08/07/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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