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  2. Laveen, AZ
Donald Goldwater, financial advisor Laveen AZ

Donald Goldwater

CRD Number: 1996739
Current Firm: Carl F. Petersen. Inc.

Donald Goldwater (CRD# 1996739) is an Investment Advisor Representative working at Carl F. Petersen. Inc. in Laveen, AZ and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Donald H. Goldwater Laveen, AZ Aug 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1989
S65 NASAA Investment Advisors Law Examination Oct 2009
Contact Info for Donald H. Goldwater
Phone Number: 602-427-5631
Registered State(s):
  • AZ
Current Firm Details
Carl F. Petersen. Inc.
Firm's CRD Number: 109489
By the Numbers
  • Total Assets Under Management
    43
    MILLIONS
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $321,269
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ

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