Donald Lee Mcarthur

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2018 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 07/2018 → Present
  Financial U, Inc.
  Valdosta, GA
• 03/2013 → Present
  Ccb Tech Group
  Valdosta, GA

Other Businesses

1) Financial U, Inc-1011 Charleston Place, Valdosta, GA 31602; Investment related; Financial (insurance & securities) sales & services; Agent; Start date 7/18; 80 hrs/mnth; 50 hrs/mnth during trading. 2) CCB Tech Group-4069 Inner Perimeter Rd, Valdosta, GA 31602; Noninvestment related; IT support services; Account Manager, Outside sales; Start date 3/13; 140 hrs/mnth; 100 hrs/mnth during trading. 3) Valdosta-Lowndes Chamber of Commerce-416 North Ashley St, Valdosta, GA 31601; Noninvestment related; Local Chamber of Commerce, Nonprofit; Vice Chairman; Start date 1/14; 3 hrs/mnth; 1 hr/mnth during trading. 4) Red Carpet of South Georgia, Inc.-PO Box 4723, Valdosta, GA 31604; Noninvestment related; 501(c)3 organization benefitting Moody AFB; Board Member/Treasurer; Start date 1/13; 1-2hrs/mnth; 0 hrs/mnth during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-06
• S63 Uniform Securities Agent State Law Examination
  2018-09-06

Other Names

• Donald Lee Mcarthur
• Donald Lee Mcarthur