Donald Chastain, financial advisor Auburn AL
93 score

Donald Chastain

CRD Number: 4558422
Current Firm: Mcdonald & Hagen Wealth Management

Donald Chastain (CRD# 4558422) is an Investment Advisor Representative working at Mcdonald & Hagen Wealth Management in Auburn, AL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Mcdonald & Hagen Wealth Management, LLC Montgomery, AL Jul 2016 - Current < 1
Lpl Financial LLC Montgomery, AL Sep 2013 - Current 3
Oneamerica Securities Auburn, AL Apr 2013 - Sep 2013 < 1
American United Life Auburn, AL Feb 2013 - Sep 2013 < 1
Lincoln Financial Advisors Birmingham, AL Jul 2002 - Apr 2013 10
Machen, Mcchesney & Chastain, LLP Auburn, AL Nov 1982 - Apr 2013 30
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Donald G. Chastain
Phone Number: (334) 387-0094
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    110
    MILLIONS
  • Total Number of Accounts
    436
    ACCOUNTS
  • Average Account Value
    $252,294
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL

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

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