Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Brody Ledingham is a financial advisor with over 10 years of experience. Donald is registered with LPL Financial LLC and The Capital Advisory Group Advisory Services, LLC. Donald is also registered as an Investment Advisor Representative in Massachusetts. Donald has experience working with individuals, businesses, and high-net-worth clients. Donald is passionate about helping clients achieve their financial goals and providing them with the highest level of service. Donald is also an active member of the community. Donald has a strong commitment to providing clients with sound financial advice and guidance.
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
MA
11/10/2021 - Present
LPL Financial LLC (DANVERS MA)
MA
08/03/2018 - 12/03/2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (Danvers MA)
NE
04/09/2015 - 05/04/2017
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NH
01/13/2012 - 01/23/2015
ADP BROKER-DEALER, INC. (SALEM NH)
IA
Issued 04/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Ledingham is the right advisor for you? Invested Better is here to help.
