Be advised. This firm is no longer registered.

Donaldson Financial, LLC

Donaldson Financial, LLC (CRD# 167756) is a financial advisory firm headquartered in , . They manage $7,009,875 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Donaldson Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
Jeffrey R. Donaldson
CRD#: 2184103
Land O'Lakes, FL

Jeffrey Donaldson (CRD# 2184103) is an Investment Advisor Representative working at Donaldson Financial, LLC in Land O'Lakes, FL and has over 25 years of experience in the finance industry.

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