Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Patrick Lord is an investment advisor representative associated with The Family Firm, Inc. in Bethesda, MD. Donald Patrick Lord is also registered with the state of Maryland and Virginia. Donald Patrick Lord has been in the industry since February 1999. He has a Series 7, Series 63 and Series 65 license and is a Certified Financial Planner. Donald Patrick Lord's previous firms include CUNA BROKERAGE SERVICES, INC. in Waverly, IA and AMERICAN EXPRESS FINANCIAL ADVISORS INC. in Minneapolis, MN. Donald Patrick Lord specializes in providing financial planning and portfolio management for individuals and high net worth individuals.
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.
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.
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MD
06/26/2003 - Present
THE Family Firm, Inc. (BETHESDA MD)
IA
02/19/1999 - 07/18/2000
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MN
12/19/1997 - 11/05/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/19/1997 - 11/05/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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