Donald B. Furlong

Some features on this profile are disabled

CRD#: 1280435

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donald Bruffee Furlong, CFP®, who also goes by Db Furlong, Don Furlong, Donald B Furlong, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1984. Donald had worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Estate Planning

Small Business Planning

Insurance Planning

Investment Planning

Tax Planning

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Aliases

Db Furlong | Don Furlong | Donald B Furlong

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.

(1) 04/04/2013 - D.B. Furlong, Inc. - Mortgage/Real Estate Services - Licensed Real Estate Broker - Investment Related - At Reported Business Location(s) - Time Spent 5% (2) 05/06/2013 - Furlong Financial Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (3) 08/19/2014 - D B Furlong, Inc. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 08/12/2014 - 6 Hours Per Month/ 4 Hours During Trading (4) 01/26/2024 - Total Clarity Wealth Management, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/22/2023 - 160 Hours Per Month/ 130 Hours During Trading

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CFP^®

CRD#: 6413

SARASOTA, FL

Past

May 11, 1990 - June 6, 2013

NEW ENGLAND SECURITIES

RIA

CRD#: 615

TAMPA, FL

Past

July 13, 1984 - June 6, 2013

NEW ENGLAND SECURITIES

CRD#: 615

TAMPA, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TOTAL CLARITY WEALTH MANAGEMENT, INC

CRD#: 142728 / SEC#: 801-67755

RIA

Registered Investment Advisory firm - (4/11/2007 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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.

General Securities Principal Examination

Current Firm

TOTAL CLARITY WEALTH MANAGEMENT, INC

CRD#: 142728 / SEC#: 801-67755

RIA

Registered Investment Advisory firm - (4/11/2007 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

525 Tyler Rd Suite T, St. Charles, IL 60174

Mailing Address

Phone number

(630) 762-9352

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TOTAL CLARITY VISION ACCOUNT WRAP FEE BROCHURE (3/24/2025)

TOTAL CLARITY PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,412
AUM (Assets Under Management)	$ 607,883,000

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Donald B. Furlong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LPL FINANCIAL LLC

CAPITAL POINT FINANCIAL GROUP, LTD.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

TOTAL CLARITY WEALTH MANAGEMENT, INC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/3/1985

SIE

Date: 10/1/2018

Series 7

Date: 10/27/2003

Series 22

Date: 10/23/1984

Series 6

Date: 7/12/1984

Series 24

Date: 7/2/2008

Current Firm

TOTAL CLARITY WEALTH MANAGEMENT, INC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TOTAL CLARITY WEALTH MANAGEMENT, INC

TRUST BUT VERIFY

Contact information

Similar Advisors