Donald Lamison (CRD# 2885405) is an Investment Advisor Representative working at Mulholland Wealth Advisors, LLC in Scottsdale, AZ and has over 26 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Highland Financial, Ltd | Johnstown, PA | Jul 2018 - Current | 5 |
Hershberger Insurance Agency | Johnstown, PA | Dec 1999 - Current | 24 |
Trustmont Financial Group, Inc. | Greensburg, PA | May 2014 - Jul 2018 | 4 |
Highland Financial, Ltd. | Johnstown, PA | Jan 2000 - May 2014 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1998 |
S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- PA
-
Total Assets Under Management430MILLIONS
-
Total Number of Accounts1,211ACCOUNTS
-
Average Account Value$355,485
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AR, AZ, CA, CO, FL, IA, IN, KS, MI, MO, NE, NM, NY, OH, PA, TX, VA
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