Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Dillingham is a financial advisor with over 30 years of experience in the financial services industry. Donald is a Registered Representative and Investment Advisor Representative with Merit Advisors, Inc. where he provides portfolio management for both individuals and institutions. Donald holds the Series 7, 8, 24, 27, 53, 55, 63, 65, 72, 79TO, 99TO, and SIE securities licenses. Donald is also a Chartered Financial Analyst (CFA) charterholder. Donald has a history of working with a variety of firms in the financial services industry, including Capital West Securities, Inc., BANC One Securities Corporation, American Express Financial Advisors Inc., IDS Life Insurance Company, Brokers Transaction Services, Inc., Patterson Icenogle, Inc., Boatmen's Investment Services, Inc., and Stifel, Nicolaus & Company, Incorporated. Donald is registered as an Investment Advisor Representative in Arizona, California, Connecticut, Florida, Hawaii, Idaho, Nevada, Oklahoma, Oregon, Texas, and Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
Signal service provided to third party advisors and institutions
1
2
OK
02/28/2008 - Present
Merit Advisors, Inc. (OKLAHOMA CITY OK)
OK
02/01/2002 - 10/04/2006
CAPITAL WEST SECURITIES, INC. (OKLAHOMA CITY OK)
IL
08/03/1998 - 10/22/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
01/09/1997 - 04/28/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/09/1997 - 04/28/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TX
12/02/1996 - 01/07/1997
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
NA
02/26/1996 - 12/03/1996
PATTERSON ICENOGLE, INC.
MO
05/20/1994 - 11/01/1995
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MO
10/26/1984 - 04/20/1994
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
IA
Issued 01/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 12/16/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/07/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2012
Series 72 - Government Securities Representative Examination
BC
Issued 06/25/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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