DL
DL

Donald Wayne Lamison

27 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
806 clients
Average Client Portfolio
$674K average
Assets Under Management
$543.2M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.45%

All advisory fees are negotiable at the sole discretion of Mulholland.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ, 85251

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Donald is affiliated with Hershberger Insurance Agency since 1999, selling property and casualty insurance, as well as a small amount of life insurance and annuities. He also works as the head varsity hockey coach at Westmont Hill Top High School, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Sequinox Wealth Management, LLC
June 2025 - Present · 8 mos
Mulholland Wealth Advisors, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Highland Financial, LTD
September 2018 - December 2023 · 5 yrs 3 mos
Trustmont Financial Group, INC.Broker
May 2014 - July 2018 · 4 yrs 2 mos
Highland Financial, LTD.Broker
January 2000 - May 2014 · 14 yrs 4 mos
Nylife Securities INC.Broker
March 1998 - December 1999 · 1 yr 9 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.