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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Roberts is a financial advisor with over 25 years of experience in the financial services industry. Donald currently works at Mission Wealth Management, LP and Logic Capital Management, LLC. Donald has a background in investment advising, portfolio management, and financial planning, specializing in providing tailored advice to individuals, corporations, and charitable organizations. Donald holds the Series 7 and Series 63 securities licenses, along with the Certified Financial Planner designation. Donald's previous experience includes time with American Express Financial Advisors Inc. and IDS Life Insurance Company. Donald is dedicated to providing personalized financial guidance and helping clients achieve their financial goals.
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.
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.
Family wealth management
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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TX
01/28/2025 - Present
Mission Wealth Management, LP (Houston TX)
MN
06/13/1996 - 11/03/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/13/1996 - 11/03/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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