Donald Westerhoff, financial advisor Bradenton FL

Donald Westerhoff

CRD Number: 2367692
Current Firm: Commonwealth Financial Network

Donald Westerhoff (CRD# 2367692) is an Investment Advisor Representative working at Commonwealth Financial Network in Bradenton, FL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Equity Services, Inc. Bradenton, FL Jan 1997 - Current 27
Financial Services Of Bradenton Bradenton, FL Sep 1988 - Current 35
Insurance Services Of Bradenton Bradenton, FL Sep 1988 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
S65 NASAA Investment Advisors Law Examination Apr 2009
Contact Info for Donald P. Westerhoff
Phone Number: 781-736-0700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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