DG
DG

Donald Guiswite

28 Years of Experience
Myerstown, PA
1 DisclosureBrokerSells Insurance

Donald Guiswite is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Myerstown, PA, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

200 West Lincoln Ave, Myerstown, PA, 17067

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2004
Denied
Other Business ActivitiesSells Insurance

Donald works at Fulton Bank as an investment sales associate, dedicating about half his time, and is also an agent for Specific Solutions selling life insurance, spending minimal time on this. Additionally, he is an advisor at Fulton Financial Advisors, working nearly full-time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2008 - Present · 17 yrs 11 mos
Previous Registrations
Raymond James Financial Services
June 2008 - January 2009 · 7 mos
Primevest Financial Services, INC.
January 2004 - June 2008 · 4 yrs 5 mos
Primevest Financial Services, INC.Broker
May 2000 - June 2008 · 8 yrs 1 mo
Bisys Brokerage Services, INC.Broker
May 2000 - May 2000 · 0 mos
T.H.E. Financial Group, LTDBroker
February 1999 - May 2000 · 1 yr 3 mos
Dean Witter Reynolds INC.Broker
June 1997 - October 1998 · 1 yr 4 mos
State Registrations5 states
DEFLMDNJPA
AdvisorBrokerBoth

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.