Donald G. Chastain

Current Employers

Employment History

• 09/2013 → Present
  Lpl Financial Llc
  Montgomery, AL
• 07/2016 → Present
  Invista Advisors F/K/A Mcdonald & Hagen Wealth Management, Llc
  Montgomery, AL

Previous Registrations

• 2013-10-14 → 2026-07-24
  Lpl Financial Llc
  Montgomery, AL
  Auburn, AL
  Auburn, AL
  Montgomery, AL
• 2016-07-07 → 2024-11-20
  Invista Advisors
  Auburn, AL
  Montgomery, AL
• 2013-05-16 → 2013-10-10
  Oneamerica Securities, Inc.
  Baton Rouge, LA
  Auburn, AL
• 2003-04-08 → 2013-04-24
  Osaic Fa, Inc.
  Auburn, AL
  Auburn, AL
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL

Other Businesses

1. 3/7/2016: McDonald & Hagan Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/15/2016 - 15 Hours Per Month During Securities Trading. 2. 08/25/2016 * McDonald & Hagen Wealth Management * Registered Investment Advisor Hybrid * (Hybrid) McDonald & Hagen Wealth Management * INV REL * 1820 East University Drive, Auburn, AL 36830 * CPA referring clients only * START 04/20/2016 * 2 HRS/MO DURING SECS TRDG HRS. 3. 11/28/2022 - Machen McChesney LLP - NOT INV REL - 1820 East University Drive, Auburn, AL 36830 - CPA Affiliate Program - START 11/10/1982 - 50 HOURS PER MONTH/50 HOURS DURING TRADING

Exams

• S66 Uniform Combined State Law Examination
  2002-11-22