Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donn? Claim Your ProfileDonn Sinclair is an investment advisor representative with The Marshall Financial Group LLC. Donn has been in the industry since 1988 and is registered in South Carolina. Donn is also a registered investment advisor in South Carolina. Donn has experience with several firms, including Innovation Partners LLC, Madison Avenue Securities, LLC, Capital Investment Group, Inc., and W.C. Smith & Company, Inc. Prior to working for The Marshall Financial Group LLC, Donn was a registered representative for Prosperity Wealth Management, Inc. Donn has expertise in portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
12/20/2024 - Present
THE Marshall Financial Group LLC (HUNT VALLEY MD)
NC
07/30/2015 - 07/29/2016
INNOVATION PARTNERS LLC (CHARLOTTE NC)
SC
07/02/2007 - 07/27/2015
MADISON AVENUE SECURITIES, LLC (ROCK HILL SC)
SC
01/02/2004 - 07/02/2007
CAPITAL INVESTMENT GROUP, INC. (ROCK HILL SC)
SC
10/19/1998 - 12/31/2003
W.C. SMITH & COMPANY, INC. (GREENVILLE SC)
CA
06/01/1996 - 10/21/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SD
08/19/1992 - 06/01/1996
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
VA
01/20/1992 - 08/10/1992
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
SD
07/09/1991 - 12/20/1991
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
MA
12/14/1987 - 11/12/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
12/14/1987 - 12/31/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 02/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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