Donald F. Webb

WEBB FINANCIAL PLANNING LLC

HADDON HEIGHTS, NJ 08035

Some features on this profile are disabled

CRD#: 1190830

Professional summary

Donald Frederick Webb JR, who also goes by Webb Jr., is a registered financial advisor currently at WEBB FINANCIAL PLANNING LLC located in Haddon Heights, New Jersey.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Donald has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Webb Jr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Frederick Webb JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 28, 2003 - Present

WEBB FINANCIAL PLANNING LLC

Office #1: 400 White Horse Pike Suite 200, Haddon Heights, NJ 08035

RIA

CRD#: 126422

HADDON HEIGHTS, NJ

Past

August 10, 1990 - December 22, 1990

FIRST COLONIAL SECURITIES

CRD#: 25121

Past

July 31, 1989 - July 27, 1990

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

Past

November 3, 1987 - August 5, 1989

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

Past

October 30, 1987 - November 4, 1987

LEGG MASON MASTEN INC.

CRD#: 2

Past

July 22, 1986 - October 31, 1987

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

Past

July 15, 1986 - July 31, 1986

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Past

September 23, 1983 - July 29, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(8/28/2003)

IAR

Pennsylvania
(1/2/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/23/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/30/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/17/1983

General Securities Representative Examination

Current Firm

WEBB FINANCIAL PLANNING LLC

CRD#: 126422 / SEC#:

New Jersey

Registered Investment Advisory firm - (8/28/2003 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/2/2004 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

400 White Horse Pike Suite 200, Haddon Heights, NJ 08035

Mailing Address

Phone number

(856) 428-2181

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

Robert Boland

RBC CAPITAL MARKETS, LLC

IAR

Malvern, PA

Peter Gaertner

ROFFMAN MILLER ASSOCIATES INC

IAR

Philadelphia, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Donald F. Webb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Frederick Webb JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEBB FINANCIAL PLANNING LLC

FIRST COLONIAL SECURITIES

FIRST UNION CAPITAL MARKETS CORP.

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON MASTEN INC.

LEGG MASON WOOD WALKER, INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 7/23/2003

Series 63

Date: 9/30/1983

Series 7

Date: 9/17/1983

Current Firm

WEBB FINANCIAL PLANNING LLC

Contact information

Documents

Red Flags

Company Information

WEBB FINANCIAL PLANNING LLC

TRUST BUT VERIFY

Similar Advisors