Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Perry Bozarth is a financial advisor with Vanguard Advisers, Inc. located in Scottsdale, Arizona. Donald has been in the financial industry since October 5, 1987. Donald is registered with the state of Arizona as well as Texas as an Investment Advisor Representative. Donald previously worked for Calton & Associates, Inc. and Fox & Company Investments Inc., among others. Donald has a diverse professional background, including experience as a softball and baseball umpire. Donald is a highly experienced and qualified financial advisor, with extensive knowledge of the financial services industry.
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.
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.
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2
AZ
11/19/2019 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
05/09/2003 - 08/03/2015
CALTON & ASSOCIATES, INC. (MESA AZ)
AZ
05/29/1990 - 05/13/2003
FOX & COMPANY INVESTMENTS INC. (SCOTTSDALE AZ)
NA
12/07/1989 - 05/18/1990
COLUMBUS SECURITIES, INC.
NY
05/21/1987 - 12/06/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/12/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 04/02/1990
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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