Donald GrossCRD Number: 1027103
Current Firm: Harbour Investments, Inc.
Donald Gross (CRD# 1027103) is an Investment Advisor Representative working at Harbour Investments, Inc. in Waukesha, WI and has over 21 years of experience in the finance industry.
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|Harbour Investments Inc.||Madison, WI||May 2002 - Current||14|
|Capital Financial Group||Waukesha, WI||May 2002 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1995|
|S65||NASAA Investment Advisors Law Examination||Oct 2000|
Total Assets Under Management552MILLIONS
Total Number of Accounts2,508ACCOUNTS
Average Account Value$220,245
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV