Donald Melvin Masters

Employer firm

Masters Tax And Financial Planning LLC CRD 310261

$32.0M regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 06/2020
  Hd Vest Investment Services (Aka Avantax)
  Phoenix, AZ
• 04/2009 → 11/2024
  Donald M Masters Cpa Pc
  Phoenix, AZ
• 06/2010 → 12/2020
  Outreach360 Inc
  Peoria, AZ
• 03/2021 → 01/2023
  Centaurus Financial Inc.
  Anaheim, CA
• 01/2000 → 05/2025
  Donald M Masters Cpa Pc
  Tigard, OR
• 06/2024 → Present
  Masters Tax & Financial Planning Llc
  Tigard, OR
• 08/2024 → Present
  Donald M Masters Cpa Pc
  Statesville, NC

Previous Registrations

• 2021-03-22 → 2023-01-27
  Centaurus Financial, Inc.
  Hillsboro, OR
  Glendale, AZ
• 2020-03-05 → 2020-06-15
  Avantax Advisory Services
  Dallas, TX
  Glendale, AZ

Other Businesses

DONALD M MASTERS CPA PC POSITION: Certified Public Accountant, Owner NATURE: Accounting and Tax CPA Firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/20/2009 - present ADDRESS: 107 Cedar Lake Drive, Statesville, NC 28677 DESCRIPTION: Accounting and Tax CPA Firm EMBL LLC - Donald M Masters CPA PLLC is 49% owner - 13535 SW 72nd Ave, Suite 165, Tigard, OR 97223

Exams

• S66 Uniform Combined State Law Examination
  2020-02-01

Other Names

• Donald M. Masters
• Donald M Masters
• Donald Melvin Masters
• Donald Melvin Masters