DG
DG
Donna Gebhart
30 Years of Experience
Fallbrook, CA
2 DisclosuresSells Insurance
Donna Gebhart is a registered investment advisor at Gebhart & Associates, INC, based in Fallbrook, CA, with 30 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Fee Structure
- Comprehensive financial plan — $1,000 to $3,000, depending on complexity and scope.
- Modular financial planning/general consulting — $150 per hour, negotiable depending on scope and complexity.
One-Time Plan:$1,000 - $3,000
Hourly Rate:$150/hr
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Location
301 N. Vine Street, Fallbrook, CA, 92028
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
February 2004Regulatory
December 2002Final
Other Business ActivitiesSells Insurance
Donna has been an insurance agent since 1995, offering life, health, disability, long-term care, and fixed annuities. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Gebhart & Associates, INC
October 1998 - Present · 27 yrs 7 mos
Previous Registrations
Afa Financial Group, LLCBroker
April 2004 - August 2005 · 1 yr 4 mos
Sentra Securities CORP
August 2000 - February 2004 · 3 yrs 6 mos
Sentra Securities CorporationBroker
August 2000 - February 2004 · 3 yrs 6 mos
Mutual Service CorporationBroker
February 1996 - August 2000 · 4 yrs 6 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.