Thomas Doncaster   CLU, CWM, RFC, financial advisor Kennewick WA

Thomas Doncaster CLU, CWM, RFC

CRD Number: 1926394
Current Firm: Doncaster Financial, Inc.

Thomas Doncaster (CRD# 1926394) is an Investment Advisor Representative working at Independent Financial Group, LLC in Kennewick, WA and has over 29 years of experience in the finance industry.

 

Tom is a member of The Society of Financial Services Professionals (FSP), The Million Dollar Round Table (MDRT) and the International Association of Registered Financial Consultants (IARFC).  In addition, he holds his certifications of Chartered Life Underwriter through the American College, his Registered Financial Consultant designation through IARFC and Chartered Wealth Manager through The American Academy of Financial Management. 

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Company Name Location Dates Years
Doncaster Financial, Inc. Kennewick, WA May 2020 - Current 3
Doncaster Insurance & Financial Services, Inc. Kennewick, WA Dec 1987 - Current 36
Independent Financial Group San Diego, CA May 2008 - Apr 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1992
S65 NASAA Investment Advisors Law Examination Feb 2003
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Thomas G. Doncaster CLU, CWM, RFC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

WA

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