Wai Don, financial advisor Alhambra CA
93 score

Wai Don

CRD Number: 5333129
Current Firm: Ameritas Investment Corp

Wai Don (CRD# 5333129) is an Investment Advisor Representative working at Ameritas Investment Corp in Alhambra, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Transpacific Financial Inc. City Of Industray, CA Jul 2012 - Current 4
Ameritas Investment Corp Lincoln, NE Jan 2011 - Current 5
Ameritas Life Insurance Lincoln, NE Jan 2011 - Current 5
Strategic Horizon Inc. Alhambra, CA Jan 2011 - Current 5
Cst Insurnace Service Rosemead, CA Jan 2011 - Current 5
Skynet Accounting And Income Tax Service Arcadia, CA Jan 2007 - Current 9
Sunlly Associates Alhambra, CA Jan 2011 - Apr 2016 5
Css Insurance Service Inc. Rosemead, CA Jan 2011 - Jul 2012 1
Acacia Life Insurane Bethesda, MD Jan 2011 - Dec 2011 < 1
Union Central Life Insurance Cincinnati, OH Jan 2011 - Dec 2011 < 1
Farmers Financial Solutions San Dimas, CA Apr 2007 - Oct 2010 3
Farmers Insurance Group San Dimas, CA Feb 2007 - Oct 2010 3
Architectural Area Lighting La Mirada, CA Apr 2003 - Mar 2008 4
Unemployed Arcadia, CA Jan 2007 - Feb 2007 < 1
Richard Michael Group Chicago, IL Sep 2006 - Jan 2007 < 1
Unemployed Arcadia, CA Jul 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Wai M. Don
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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