Donald Florence (CRD# 5593846) is an Investment Advisor Representative working at Quartz Partners Investment Management in Danville, IN and has over 8 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Quartz Partners Investment Management | Clifton Park, NY | Aug 2023 - Current | < 1 |
| Kalos Management Inc. | Alpharetta, GA | May 2020 - Current | 3 |
| Florence Wealth LLC | Danville, IN | Sep 2018 - Current | 5 |
| Edu Wealth Advisors LLC | Indianapolis, IN | Dec 2015 - Sep 2018 | 2 |
| Self Employed Contracted With Edu Financial Strategies | Indianapolis, IN | Feb 2004 - Sep 2018 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- IN
-
Total Assets Under Management251MILLIONS
-
Total Number of Accounts1,164ACCOUNTS
-
Average Account Value$215,991
- A percentage of assets under your management
- 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
- Other
CA, CO, CT, FL, HI, IN, NC, NE, NY, OH, PA, SC, TX, WA
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