Donald McCloskey (CRD# 4579225) is an Investment Advisor Representative working at Summit Wealth And Retirement Partners in San Ramon, CA and has over 15 years of experience in the finance industry. Donald McCloskey 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Mutual Securities, Inc. | Camarillo, CA | Apr 2018 - Current | 6 |
Summit Wealth & Retirement Partners | Danville, CA | Apr 2018 - Current | 6 |
Summit Wealth And Retirement Partners | Danville, CA | Apr 2018 - Current | 6 |
Lincoln Financial Advisors | San Ramon, CA | Aug 2004 - Current | 19 |
Lincoln Financial | San Ramon, CA | Jan 2013 - Mar 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2009 |
- CA
- ID
- IN
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Total Assets Under Management721MILLIONS
-
Total Number of Accounts917ACCOUNTS
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Average Account Value$786,272
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, FL, ID, IN, NV, NY, OH, OR, TX, WA
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