Donald Gartlan (CRD# 1701705) is an Investment Advisor Representative working at Lpl Financial LLC in University Place, WA and has over 35 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 872944
Abraham & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Tacoma, WA | Jan 2021 - Current | 3 |
| Northwest Asset Management | Mercer Island, WA | Oct 2016 - Dec 2020 | 4 |
| Unemployed | Gig Harbor, WA | Jun 2016 - Oct 2016 | < 1 |
| First Command Advisory Services | Fort Worth, TX | Mar 2016 - Jun 2016 | < 1 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Mar 2016 - Jun 2016 | < 1 |
| Unemployed | Gig Harbor, WA | Mar 2015 - Feb 2016 | < 1 |
| Evergreen Asset Management, LLC | Gig Harbor, WA | May 2011 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1988 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2007 |
- WA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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