Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Cluck has been a registered investment advisor for over 40 years. Donald is currently affiliated with Canterbury Consulting Inc. Donald has held senior positions at Smith Barney, Harris Upham & Co., Incorporated and Kidder, Peabody & Co. Incorporated. Donald has been a non-voting board member on the Argyros Family Investment portfolio since 2014. Donald has a strong focus on investments, portfolio management, and pension consulting. Donald is a graduate of [fill in degree program and university] and has extensive experience working with charitable organizations, high-net-worth individuals, and pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/01/2025 - Present
Canterbury Consulting Inc. (NEWPORT BEACH CA)
CA
11/18/1988 - 10/24/2013
CANTERBURY CONSULTING INCORPORATED (NEWPORT BEACH CA)
NA
01/07/1980 - 01/04/1989
KIDDER, PEABODY & CO. INCORPORATED
NA
03/26/1979 - 02/04/1980
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BC
Issued 05/20/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/1988
Series 24 - General Securities Principal Examination
BC
Issued 09/08/1982
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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