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).
Total Assets Under Management7MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$350,494
- 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
Jeffrey Donaldson (CRD# 2184103) is an Investment Advisor Representative working at Donaldson Financial, LLC in Land O'Lakes, FL and has over 24 years of experience in the finance industry.