Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Glen Bishop is a financial advisor with over 25 years of experience. Donald has held a variety of positions with different firms, including Investment Professionals Inc., Invest Financial Corp., and LPL Financial LLC. Donald is currently registered with LPL Financial LLC and offers a variety of financial services, including financial planning, portfolio management for businesses and individuals, and pension consulting. Donald's specializations include working with individuals, high-net-worth individuals, corporations, and other businesses, as well as charitable organizations and pension and profit-sharing plans. Donald's expertise in the financial industry allows him to provide personalized financial advice and services to meet the needs of his clients.
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
SC
04/07/2021 - Present
LPL Financial LLC (EASLEY SC)
SC
12/03/2015 - 02/14/2018
INVEST FINANCIAL CORPORATION (EASLEY SC)
SC
12/03/2013 - 12/01/2015
INVESTMENT PROFESSIONALS, INC. (GREENVILLE SC)
SC
02/27/2012 - 12/23/2013
LPL FINANCIAL LLC (SPARTANBURG SC)
SC
08/11/2010 - 02/28/2012
SUNTRUST INVESTMENT SERVICES, INC. (LAURENS SC)
SC
03/12/2007 - 08/04/2010
UVEST FINANCIAL SERVICES GROUP, INC. (ANDERSON SC)
SC
10/28/2005 - 03/07/2007
WACHOVIA SECURITIES, LLC (CLINTON SC)
NC
07/15/2002 - 10/27/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MO
06/15/2002 - 07/09/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
03/14/1997 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
IA
Issued 08/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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