DT
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
107 clients
Average Client Portfolio
$708K average
Assets Under Management
$75.8M
Fee Structure
This brochure supplement does not contain any fee information. Contact the advisor for details.
Areas of Practice
Insurance Planning
Loading...
Advisor Information
Office location
5908 Toole Drive, Suite A, Knoxville, TN, 37919
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2013Final
Other Business ActivitiesSells Insurance
Donald owns Trendz Advisors, Inc., an investment advisory firm, and manages several real estate LLCs. He also works as an insurance agent, selling various insurance products for about a quarter of his time.
Employment History
Current Registrations
Trustfirst INC.
March 2023 - Present · 2 yrs 10 mos
Trendz Advisors
July 2010 - Present · 15 yrs 6 mos
Trustfirst Broker
October 1995 - Present · 30 yrs 3 mos
Previous Registrations
Greensview Wealth Management
August 2019 - June 2021 · 1 yr 10 mos
Trustfirst INC.
November 2010 - December 2019 · 9 yrs 1 mo
Trustfirst INC.
April 2004 - October 2007 · 3 yrs 6 mos
Painewebber Incorporated Broker
June 1991 - November 1995 · 4 yrs 5 mos
First Funds, INC.Broker
December 1987 - January 1991 · 3 yrs 1 mo
New England Securities CorporationBroker
March 1985 - December 1987 · 2 yrs 9 mos
Nel Equity Services CorporationBroker
March 1981 - April 1984 · 3 yrs 1 mo
State Registrations9 states
ALFLGAILKYNCTNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.