Grant DonaldsonCRD Number: 1970214
Current Firm: Tudor Financial, Inc.
Grant Donaldson (CRD# 1970214) is an Investment Advisor Representative working at Tudor Financial, Inc. in Dayton, OH and has over 20 years of experience in the finance industry.
Truly Prosper Financial Planning LLC
Prudential Financial Planning Services
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Tudor Financial, Inc.||Dayton, OH||May 1992 - Current||30|
|Westminster Financial Securities, Inc.||Vandalia, OH||Jan 1989 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2001|
|S65||NASAA Investment Advisors Law Examination||Dec 2013|
Total Assets Under Management198MILLIONS
Total Number of Accounts625ACCOUNTS
Average Account Value$316,710
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, FL, OH, RI, TX
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