Cale DonleyCRD Number: 6172428
Current Firm: Vanguard Advisers, Inc.
Cale Donley (CRD# 6172428) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 7 years of experience in the finance industry. Cale Donley 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.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|The Vanguard Group, Inc.||Scottsdale, AZ||Sep 2015 - Current||6|
|Unemployed||Tucson, AZ||Jun 2015 - Aug 2015||< 1|
|National Planning Corporation||Tuczon, AZ||Feb 2015 - May 2015||< 1|
|Southwest Investment Advisors, Inc.||Tucson, AZ||Oct 2013 - May 2015||1|
|First Allied Securities||Tucson, AZ||Apr 2014 - Feb 2015||< 1|
|Skybox Bar & Grill||Tucson, AZ||Jul 2013 - Oct 2013||< 1|
|Papa Murphy's||Oro Valley, AZ||May 2010 - Jul 2013||3|
|Pusch Ridge Christian Academy||Oro Valley, AZ||Feb 2013 - May 2013||< 1|
|Koty-leavitt Insurance||Tucson, AZ||Dec 2012 - Mar 2013||< 1|
|University Of Arizona||Tucson, AZ||Aug 2008 - Dec 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- 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 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)
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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