DG
DG
Donald Gearhart
45 Years of Experience
1 DisclosureBroker
Donald Gearhart is a registered investment advisor at World Choice Securities, INC., based in Canyon Lake, TX, with 45 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 45 clients with $25M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$25.0M
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Location
Canyon Lake, TX
Get directionsHistory
Regulatory History (1)
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Regulatory
October 1997Final
Employment History
Current Registrations
World Choice Securities, INC.
June 2006 - Present · 19 yrs 10 mos
World Choice Securities, INC.
September 2004 - Present · 21 yrs 7 mos
World Choice Securities, INC.Broker
September 2004 - Present · 21 yrs 7 mos
Previous Registrations
The (wilson) Williams Financial GroupBroker
June 2004 - September 2004 · 3 mos
The (wilson) Williams Financial GroupBroker
May 2003 - May 2004 · 1 yr
Blue Marble Financial, LLCBroker
September 2001 - June 2003 · 1 yr 9 mos
Frost Brokerage Services, INC.Broker
December 1999 - April 2001 · 1 yr 4 mos
First Union Securities, INC.Broker
September 1997 - December 1999 · 2 yrs 3 mos
Everen Securities, INC.Broker
September 1997 - September 1997 · 0 mos
Service Asset Management CompanyBroker
December 1995 - October 1997 · 1 yr 10 mos
Service Asset Management CompanyBroker
June 1991 - December 1995 · 4 yrs 6 mos
Finser Investment CompanyBroker
June 1986 - June 1991 · 5 yrs
E. F. Hutton & Company INCBroker
May 1977 - November 1978 · 1 yr 6 mos
Rotan Mosle INC.Broker
April 1974 - May 1977 · 3 yrs 1 mo
Dean Witter & CO. IncorporatedBroker
May 1973 - June 1974 · 1 yr 1 mo
Dean Witter & CO. IncorporatedBroker
April 1972 - May 1973 · 1 yr 1 mo
State Registrations1 state
TX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.