Thomas Doncaster   CLU, CWM, RFC, financial advisor Kennewick WA
70 score

Thomas Doncaster CLU, CWM, RFC

CRD Number: 1926394
Current Firm: Independent Financial Group, LLC

Thomas Doncaster (CRD# 1926394) is an Investment Advisor Representative working at Independent Financial Group, LLC in Kennewick, WA and has over 29 years of experience in the finance industry.

 

Tom is a member of The Society of Financial Services Professionals (FSP), The Million Dollar Round Table (MDRT) and the International Association of Registered Financial Consultants (IARFC).  In addition, he holds his certifications of Chartered Life Underwriter through the American College, his Registered Financial Consultant designation through IARFC and Chartered Wealth Manager through The American Academy of Financial Management. 

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Company Name Location Dates Years
Independent Financial Group San Diego, CA May 2008 - Current 8
Centaurus Financial, Inc. Orange, CA Oct 2002 - May 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1992
S65 NASAA Investment Advisors Law Examination Feb 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Thomas G. Doncaster CLU, CWM, RFC
By the Numbers
  • Total Assets Under Management
    1,856
    MILLIONS
  • Total Number of Accounts
    9,804
    ACCOUNTS
  • Average Account Value
    $189,301
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)
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, VT, WA, WI, WV

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BADGES
70
Verified Page
Data verified by both the advisor and the public regulatory data.

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