Donald NestorCRD Number: 1055907
Current Firm: Delta Advisory Group, Inc.
Donald Nestor (CRD# 1055907) is an Investment Advisor Representative working at Delta Advisory Group, Inc. in Orlando, FL and has over 34 years of experience in the finance industry. Donald Nestor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Delta Capital Management LLC||Longwood, FL||Mar 2008 - Current||9|
|Delta Advisory Services, Inc.||Longwood, FL||Jan 2006 - Current||11|
|International Assets Advisory LLC||Orlando, FL||Jan 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1982|
Total Assets Under Management27MILLIONS
Total Number of Accounts419ACCOUNTS
Average Account Value$63,795
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, GA, IL, KS, MI, MN, NC, NY, OH, OR, PA, SC, TX, WI