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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Gadd Gartlan is an investment advisor representative with LPL Financial LLC. Donald has been in the industry since 1988 and holds a Series 7, Series 24, Series 63 and Series 65 license. Donald has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Donald specializes in providing financial planning and investment management services. Donald has previously worked for Russell Financial Services, Inc., A. G. Edwards & Sons, Inc., Rauscher Pierce Refsnes, Inc., Smith Barney, Harris Upham & Co., Incorporated, Evergreen Asset Management, LLC, First Command Advisory Services, First Command Financial Planning, Inc, Northwest Asset Management, and LPL Financial, LLC.
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.
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2
WA
01/07/2021 - Present
LPL Financial LLC (UNIVERSITY PLACE WA)
WA
10/30/2001 - 11/15/2010
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
MO
06/21/1996 - 10/18/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
TX
09/14/1992 - 05/09/1996
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
TX
10/03/1989 - 06/03/1992
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
09/20/1988 - 08/29/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 12/05/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/1994
Series 24 - General Securities Principal Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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