Donald WhitmanCRD Number: 2975003
Current Firm: 1st Global Advisors Inc.
Donald Whitman (CRD# 2975003) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Phoenix, AZ and has over 17 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|1st Global Capital Corp||Anthem, AZ||Aug 2009 - Current||7|
|1st Global Advisors, Inc.||Anthem, AZ||Aug 2009 - Current||7|
|Whitman & Jackson Cpas Pc||Phoenix, AZ||Aug 2009 - Current||7|
|Woodbury Financial Services||Anthem, AZ||Apr 2002 - Aug 2009||7|
|Whitman Financial, Inc.||Scottsdale, AZ||Jan 2000 - Aug 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2002|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
|S66||NASAA Uniform Combined State Law Examination||Aug 2009|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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