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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory C. Donaldson is an Investment Advisor Representative and Registered Principal at Donaldson Capital Management LLC. Gregory has been in the industry since 1975. Gregory has experience in a variety of financial services firms including NatCity Investments, Inc., Raffensperger, Hughes & Co., Inc., and Traub and Company, Inc. Gregory holds the Series 40, Series 7, and Series 4 licenses. Gregory specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Gregory's firm offers a variety of financial planning services including financial planning, portfolio and investment consultation services, pension consulting, educational seminars, and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio and investment consultation services.
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.
A percentage of fees under management
1
2
IN
02/03/1999 - Present
Donaldson Capital Management LLC (EVANSVILLE IN)
OH
07/14/1995 - 04/28/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IN
05/04/1981 - 07/14/1995
RAFFENSPERGER, HUGHES & CO., INC. (INDIANAPOLIS IN)
NA
05/27/1975 - 05/24/1981
TRAUB AND COMPANY, INC.
BC
Issued 04/02/1982
Series 4 - Registered Options Principal Examination
BC
Issued 09/26/1978
Series 40 - Registered Principal Examination
BC
Issued 05/17/1975
Series 7 - General Securities Representative Examination
Active
Inactive
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