Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Irwin is a financial advisor who has been in the industry since 2004. Donald is currently registered with Cambridge Investment Research Advisors, Inc. and has been working with them since May 2024. Donald previously worked with Lincoln Financial Securities Corporation from 2004 until May 2024. Donald is a registered representative in multiple states, including Georgia, Maryland, North Carolina, Rhode Island, and South Carolina. Donald holds the Series 66, Series 7, and SIE licenses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NC
05/16/2024 - Present
Cambridge Investment Research Advisors, Inc. (Charlotte NC)
NC
01/14/2004 - 05/16/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (CHARLOTTE NC)
BOTH
Issued 02/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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