Donovan Weldon (CRD# 7558850) is an Investment Advisor Representative working at Avantax Advisory Services in Beaumont, TX and has 1 year of experience in the finance industry.
CRD# 5361355
Stifel, Nicolaus & Company, Incorporated
CRD# 2039337
Primerica Advisors
CRD# 5908228
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services Inc. | Beaumont, TX | Jun 2022 - Current | 2 |
| Avantax Advisory Services | Beaumont, TX | Jun 2022 - Current | 2 |
| Ekc Advisors, LLP | Beaumont, TX | May 2022 - Current | 2 |
| Ekc Advisors, Pllc | Beaumont, TX | May 2022 - Current | 2 |
| Ekc Advisors, LLP | Beaumont, TX | May 2022 - Nov 2022 | < 1 |
| Unemployed | Orange, TX | Feb 2022 - Apr 2022 | < 1 |
| Amper, LLC | Orange, TX | Jun 2019 - Jan 2022 | 2 |
| Tas Environmental Services LP | Orange, TX | Aug 2018 - Jul 2019 | < 1 |
| Donovan Industrial | Orange, TX | Jul 2011 - Aug 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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