Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Carlson is a financial advisor with Regal Investment Advisors LLC. Donald has been in the industry since 1999 and has a wide range of experience in providing financial advice. Donald has held various positions at different firms, including American Portfolios Financial Services, Inc., Sagepoint Financial, Inc., Sunamerica Securities, Inc., USA Financial Securities Corporation, AXA Advisors, LLC, and Old Kent Financial Advisors. Donald is also a registered representative and investment advisor representative.
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.
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.
Third party fees
1
2
MI
01/13/2021 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
MI
03/05/2009 - 12/31/2013
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (KENTWOOD MI)
MI
10/31/2005 - 03/10/2009
SAGEPOINT FINANCIAL, INC. (KENTWOOD MI)
AZ
01/08/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MI
01/08/2002 - 01/13/2003
USA FINANCIAL SECURITIES CORPORATION (ADA MI)
NY
05/19/2000 - 01/03/2002
AXA ADVISORS, LLC (NEW YORK NY)
MI
08/18/1999 - 05/04/2000
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
IA
Issued 03/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/19/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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