Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Hayden is an investment advisor representative with Avantax Advisory Services. Donald is registered with the state of Utah and is a licensed Investment Advisor Representative. Donald also provides accounting and tax advisory services as the sole member of The Summit Group, 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
12/12/2022 - Present
Avantax Advisory Services (DALLAS TX)
IA
Issued 12/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2012
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 01/23/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
Not sure Donald Hayden is the right advisor for you? Invested Better is here to help.
