Donald Claycomb, financial advisor Lincoln DE
88 score

Donald Claycomb

CRD Number: 2970004
Current Firm: Foresters Equity Services, Inc.

Donald Claycomb (CRD# 2970004) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Lincoln, DE and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Foresters Equity Services, Inc. San Diego, CA Aug 2009 - Current 7
Metlife Securities Inc. Newark, DE Apr 2008 - Aug 2009 1
American General Securities Incorporated New York, NY Oct 1997 - Apr 2008 10
Donald F. Claycomb & Assoc Inc. Milford, DE Aug 1978 - Apr 2007 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S65 NASAA Investment Advisors Law Examination Aug 1998
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:
  • Regulatory Investigation
Get Details on the FINRA Advisor Check site
Contact Info for Donald F. Claycomb
Phone Number: 858-550-4844
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $86,354
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88

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