Donald Irwin is a registered investment advisor, based in Charlotte, NC, with 22 years of industry experience.
Location
Charlotte, NC
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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 involved with Sanctuary Counseling Group and St. Francis United Methodist Church as a committee member, dedicating minimal time to each. He also works as an IAR for Prior Wealth Planning (nearly full-time), as an advisory rep of a RIA for CIRA (about half his time), and as an insurance agent for Prior Wealth Planning and Donald B Irwin (about 10-20% of his time each).
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
State Registrations6 states
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