DC
DC

Donald G. Chastain

23 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

1820 E University Drive, Auburn, AL, 36830

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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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Other Business Activities

Donald operates McDonald & Hagan Wealth Management as a DBA for his LPL business, dedicating about 10-20% of his time during securities trading. He also participates in a CPA affiliate program with Machen McChesney LLP, spending about a quarter of his time on this activity.

Employment History
Current Registrations
LPL Financial LLC
November 2025 - Present · 3 mos
Invista Advisors
December 2024 - Present · 1 yr 2 mos
LPL Financial LLCBroker
October 2013 - Present · 12 yrs 4 mos
Previous Registrations
Invista Advisors
July 2016 - November 2024 · 8 yrs 4 mos
LPL Financial LLC
October 2013 - July 2016 · 2 yrs 9 mos
Oneamerica Securities, INC.
May 2013 - October 2013 · 5 mos
Oneamerica Securities, INC.Broker
April 2013 - October 2013 · 6 mos
Lincoln Financial Advisors Corporation
April 2003 - April 2013 · 10 yrs
Lincoln Financial Advisors CorporationBroker
October 2002 - April 2013 · 10 yrs 6 mos
The Lincoln National Life Insurance CompanyBroker
October 2002 - April 2006 · 3 yrs 6 mos
State Registrations3 states
ALGAKY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Donald G. Chastain - Financial Advisor | TrueAdvisor