Donald Gustafson (CRD# 5426553) is an Investment Advisor Representative working at Djg Financial Services, Inc. in East Weymouth, MA and has over 19 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Djg Financial Services, Inc. | Weymouth, MA | Oct 2003 - Current | 20 |
| D.j. Gustafson & Co, Cpa, Pc | Weymouth, MA | Jan 1986 - Current | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
- MA
-
Total Assets Under Management76MILLIONS
-
Total Number of Accounts159ACCOUNTS
-
Average Account Value$480,181
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA
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