Nicholas Donaldson (CRD# 5021746) is an Investment Advisor Representative working at Investment Fiduciary Planners, LLC in Denver, CO and has over 13 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Fiduciary Planners, LLC | Denver, CO | Feb 2017 - Current | 7 |
| Gvc Capital LLC | Greenwood Village, CO | Feb 2017 - Mar 2019 | 2 |
| Cape Securities, Inc. | Mcdonough, GA | Feb 2015 - Feb 2017 | 2 |
| Guardian Life Insurance Company | Greenwood Village, CO | Nov 2011 - Jan 2015 | 3 |
| Park Avenue Securities LLC | Greenwood Village, CO | Nov 2011 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2011 |
- CO
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts200ACCOUNTS
-
Average Account Value$47,273
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CO
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