Donald Beattie, financial advisor Austin TX
96 score

Donald Beattie

CRD Number: 5348168
Current Firm: Park Avenue Securities LLC

Donald Beattie (CRD# 5348168) is an Investment Advisor Representative working at Park Avenue Securities LLC in Austin, TX and has over 9 years of experience in the finance industry. Donald Beattie 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.

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Professional Designations
Company Name Location Dates Years
Park Avenue Securities Austin, TX Jan 2017 - Current 1
Guardian Life Insurance Austin, TX Jan 2017 - Current 1
Guardian Life Insurance Company Of America Minneapolis, MN Jul 2008 - Jan 2017 8
Park Avenue Securities Minneapolis, MN May 2007 - Jan 2017 9
Foster Klima & Co Minneapolis, MN May 2007 - Aug 2008 1
Univeristy Of Minnesota Minneapolis, MN Aug 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Donald D. Beattie
Phone Number: 1-888-600-4667
Registered State(s):
  • AZ
  • FL
  • IL
  • WI
  • TX
  • CA
  • KY
  • MN
By the Numbers
  • Total Assets Under Management
    2,821
    MILLIONS
  • Total Number of Accounts
    15,391
    ACCOUNTS
  • Average Account Value
    $183,263
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
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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