DA
CFP
DA
CFP

Donald Albacker

18 Years of Experience
Newtown, PA
BrokerSells Insurance

Donald Albacker is a CFP-designated registered investment advisor, based in Newtown, PA, with 18 years of industry experience.

Location

54 Friends Lane, Suite 112, Newtown, PA, 18940

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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 ActivitiesSells Insurance

Donald sells fixed insurance products from the branch location. This activity is investment-related.

Employment History
Current Registrations
Kestra Advisory Services, LLC
January 2026 - Present · 4 mos
Kestra Investment Services, LLCBroker
January 2026 - Present · 4 mos
Previous Registrations
Commonwealth Financial Network
November 2009 - January 2026 · 16 yrs 2 mos
Commonwealth Financial NetworkBroker
November 2009 - January 2026 · 16 yrs 2 mos
Investment Advisors Asset Management, LLC
September 2007 - November 2009 · 2 yrs 2 mos
Royal Alliance Associates, INC.Broker
September 2007 - November 2009 · 2 yrs 2 mos
State Registrations4 states
MDNJNYPA
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.