DD
CFA
DD
CFA
Donald Dillingham is a CFA-designated registered investment advisor, based in Oklahoma City, OK, with 41 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold.
Location
121 NE 50th Street, Oklahoma City, OK, 73105
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Regulatory History (1)
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Regulatory
January 2014Final
Other Business Activities
Donald is involved in numerous private funds, affiliated companies, and non-fund entities, primarily in management and ownership roles. He also participates as an investment committee member for Merit Advisors Inc., dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Oak Hills Securities, INC.Broker
February 2008 - Present · 18 yrs 8 mos
Merit Advisors, INC.
December 2007 - Present · 18 yrs 10 mos
Previous Registrations
Avondale
August 2005 - September 2012 · 7 yrs 1 mo
Capital West Securities, INC.Broker
February 2002 - October 2006 · 4 yrs 8 mos
Avondale
August 2001 - December 2004 · 3 yrs 4 mos
Avondale
August 2001 - December 2002 · 1 yr 4 mos
Banc One Securities CorporationBroker
August 1998 - October 2001 · 3 yrs 2 mos
American Express Financial Advisors INC.Broker
January 1997 - April 1998 · 1 yr 3 mos
Ids Life Insurance CompanyBroker
January 1997 - April 1998 · 1 yr 3 mos
Brokers Transaction Services, INC.Broker
December 1996 - January 1997 · 1 mo
Patterson Icenogle, INC.Broker
February 1996 - December 1996 · 10 mos
Boatmen's Investment Services, INC.Broker
May 1994 - November 1995 · 1 yr 6 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 1984 - April 1994 · 9 yrs 6 mos
State Registrations8 states
ALAZCAFLILOKTNTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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