Donald Holt Despain Sr
CFP®Professional Summary
Donald Holt Despain SR, CFP®, who also goes by Don Despain, is a registered financial advisor currently at DESPAIN INVESTMENT SOLUTIONS, LTD. located in Collinsville, Illinois and SAXONY SECURITIES, INC. located in Collinsville, Illinois. Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Donald has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Don Despain
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
41 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
DESPAIN INVESTMENT SOLUTIONS, LTD.
Contact Information
Main Address
502 West Main Street, Collinsville, IL 62234-3019Phone Number
(618) 344-1809# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
75AUM (Assets Under Management)
$29,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(3/25/2022)
(12/6/2021)
(9/22/2025)
(10/29/2020)
(11/30/2021)
(11/2/2020)
(8/25/1998)
(11/20/2020)
(11/30/2021)
(12/16/2024)
(12/1/2021)
(11/23/2020)
(12/17/2020)
(11/30/2021)
(11/25/2020)
(11/30/2021)
(11/20/2020)
(11/30/2021)
(11/30/2021)
(11/30/2021)
(11/4/2020)
(12/17/2021)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Mar 1996About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Donald Holt Despain SR's CRS (Customer Relationship Summary).
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