Donald Westlin Gifford

Cambridge Investment Research Advisors, INC.

16 Years of Experience

BrokerSells Insurance

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Areas of Practice

Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management

Cambridge Investment Research Advisors, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

3842 advisors

Number of Clients

323,031 clients

Average Client Portfolio

$317K average

Assets Under Management

$102.4B

Fee Structure

Location

Atlanta, GA

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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.

Other Business ActivitiesSells Insurance

Donald plays bass in a band, is an independent insurance agent, and co-owns a family cookie business. He is also an officer for Lions Club International, dedicating about 20% of his time, and an independent agent for Coventry Life Settlements.