Donald Smith is a registered investment advisor, based in Lawton, OK, with 27 years of industry experience.
Location
1414 Northwest 52nd St., Lawton, OK, 73505
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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 a CPA and President of Donald L. Smith & Co., spending nearly full-time on tax preparation and accounting. He also sells equity indexed annuities through Avantax Insurance Agency, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations10 states
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