Donald Waterbury (CRD# 459725) is an Investment Advisor Representative working at Independent Financial Partners in Vero Beach, FL and has over 44 years of experience in the finance industry. Donald Waterbury 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.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 6980780
Fidelity Personal And Workplace Advisors
CRD# 1076829
Securities Research, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities, LLC | Vero Beach, FL | May 2019 - Current | 4 |
| Independent Financial Partners | Vero Beach, FL | Jul 2017 - Current | 6 |
| Waterbury & Associates | Vero Beach, FL | Mar 1991 - Current | 33 |
| Lpl Financial LLC | Vero Beach, FL | Sep 2009 - May 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1979 |
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
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