Donald Puyear, financial advisor Normal IL
93 score

Donald Puyear

CRD Number: 1094582
Current Firm: Cozad Asset Management Inc.

Donald Puyear (CRD# 1094582) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Normal, IL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
M Holdings Securities, Inc. Portland, OR Aug 2009 - Current 7
Cozad Asset Management, Inc. Champaign, IL Mar 1999 - Current 17
Dean Puyear & Assoc. (insurance Sales) Normal, IL Jul 1971 - Current 45
Fsc Securities Corporation Marietta, GA Dec 1990 - Aug 2009 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Donald D. Puyear
Phone Number: 217-356-8363
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,073
    MILLIONS
  • Total Number of Accounts
    2,098
    ACCOUNTS
  • Average Account Value
    $511,588
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, IL, IN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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