Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Dempster is a financial advisor with over 25 years of experience in the industry. Donald holds several licenses including Series 63, 65, 7 and 31. Donald is also a Chartered Financial Analyst and has a strong background in investment management. Currently Donald works with DLK Investment Management, LLC and DLK Investment Advisors, LLC. Donald's focus is on providing financial advice and portfolio management services to individuals, corporations, charitable organizations and pension and profit sharing plans. Donald has a strong track record of success and is committed to providing his clients with personalized financial advice and investment strategies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
CA
02/13/2025 - Present
DLK Investment Management, LLC (SOLANA BEACH CA)
CA
01/16/1998 - 01/05/2000
MAM SECURITIES, LLC (SAN FRANCISCO CA)
CA
09/30/1996 - 01/13/1998
BERKELEY INTERNATIONAL SECURITIES CORPORATION (SAN FRANCISCO CA)
CA
02/03/1995 - 06/07/1996
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
CA
06/24/1994 - 08/22/1994
BA SECURITIES, INC. (SAN FRANCISCO CA)
BC
Issued 07/03/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1996
Series 24 - General Securities Principal Examination
BC
Issued 04/23/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 02/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Donald Dempster is the right advisor for you? Invested Better is here to help.
