Donald Kalil (CRD# 1525800) is an Investment Advisor Representative working at Affinity Wealth Management LLC in Wilmington, DE and has over 29 years of experience in the finance industry.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Affinity Wealth Management, LLC | Wilmington, DE | Feb 2018 - Current | 6 |
Affinity Wealth Management, Inc. | Wilmington, DE | Jan 1985 - Jan 2018 | 33 |
Coastal Equities, Inc. | Wilmington, DE | Oct 2013 - Apr 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2002 |
S65 | NASAA Investment Advisors Law Examination | Sep 1994 |
- DE
-
Total Assets Under Management700MILLIONS
-
Total Number of Accounts2,072ACCOUNTS
-
Average Account Value$337,643
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, DE, FL, GA, MD, NC, NJ, NY, PA, SC, TN, TX, VA
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