TrueAdvisor
TrueAdvisor
DK
DK

Donald James Kalil

Affinity Wealth Management LLC
36 Years of Experience
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Areas of Practice
Investment Management
Affinity Wealth Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
639 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$760.1M

Fee Structure

Location

2751 Centerville Road, Suite 110, Wilmington, DE, 19808

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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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Employment History
Current Registrations
Affinity Wealth Management LLC
February 2018 - Present · 8 yrs
Previous Registrations
Coastal Equities, INC.Broker
October 2013 - April 2016 · 2 yrs 6 mos
Centaurus Financial, INC.Broker
August 2004 - October 2013 · 9 yrs 2 mos
American General Securities IncorporatedBroker
January 2002 - August 2004 · 2 yrs 7 mos
Affinity Wealth Management LLC
January 1989 - February 2018 · 29 yrs 1 mo
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.