Donald Settina
Donald Settina is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Bonita Springs, FL, with 43 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
Bonita Springs, FL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is an insurance advisor with LifePro Financial Services, spending nearly full-time making life insurance recommendations. He also works as an executive benefit consultant and insurance specialist for RetireRight Financial Planning and Excellent Ventures, Inc, taking about half of his time for each, and dedicates minimal time to investment advisory services through Kestra Advisory Services.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Don Settina, INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Penn Mutual Equity Services, INC.Broker
Integrated Resources Equity CorporationBroker
Janney Montgomery Scott INC.Broker
Equity Services, INC.Broker
Financial Estate PlanningBroker
State Registrations9 states
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
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