Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Lynn Houck is a financial advisor in Vancouver, WA with over 13 years of experience in the financial services industry. Donald is registered with Avantax Advisory Services and has a Series 7, Series 66, and SIE licenses. Donald's primary focus is on providing financial advice to individuals and businesses. In addition to his role at Avantax Advisory Services, Donald is also the President of Houck & Associates, PC, a public accounting firm. Donald has been involved in the financial services industry since 2006, and he is committed to providing his clients with the highest level of service.
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
WA
10/25/2019 - Present
Avantax Advisory Services (VANCOUVER WA)
WA
01/31/2006 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (VANCOUVER WA)
BOTH
Issued 06/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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