Donald GearhartCRD Number: 219088
Current Firm: World Choice Securities, Inc.
Donald Gearhart (CRD# 219088) is an Investment Advisor Representative working at World Choice Securities, Inc. in Euless, TX and has over 35 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|World Choice Securities, Inc.||Bedford, TX||Sep 2004 - Current||17|
|The Independent Bankers Bank||Irving, TX||Apr 2001 - Jan 2018||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1986|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management13MILLIONS
Total Number of Accounts73ACCOUNTS
Average Account Value$180,822
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, OH, TX
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