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Donald Lee Laseter

Financial Consulting Services

Dallas, TX

CRD 6460125

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Employer firm

Financial Consulting Services CRD 173235

$17.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Financial Consulting Services

Dallas, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-02-24
  • TX RA
    APPROVED
    Since 2016-02-24

Branch Locations

Dallas, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Consulting Services Dallas TX 03/1989 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

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