Donald Westlin Gifford

Cambridge Investment Research Advisors, INC.

16 Years of Experience

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Firm Information

Cambridge Investment Research Advisors, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

3845 advisors

Number of Clients

323,031 clients

Average Client Portfolio

$317K average

Assets Under Management

$102.4B

Fee Structure

This firm offers financial planning, financial wellness, and investment management services. Fees vary depending on the service and platform used. Contact the firm for specific fee information, as fees can vary based on the Financial Professional and client location. The firm does not specify AUM fee tiers in this brochure.

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Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningDivorce PlanningSpecial Needs PlanningInvestment Management

Advisor Information

Office location

Atlanta, GA

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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.

Other Business ActivitiesSells Insurance

Donald plays bass in a band, is an independent insurance agent, and co-owns a family cookie business. He is also an officer for Lions Club International, dedicating about 20% of his time, and an independent agent for Coventry Life Settlements.