AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DG

Donald C. Girard

Some features on this profile are disabled
CRD#: 222361
DG

Professional summary


Donald Cletus Girard was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Donald is a previously registered financial professional and started their career in finance in 1969. Prior to being barred, Donald had worked at 8 firms, which includes FINANCE 500 INC., CAMDEN FINANCIAL SERVICES, ROBERT SCOTT SECURITIES INC., TITAN/VALUE EQUITIES GROUP INC., GOODLIN FINANCIAL INC., WAMU INVESTMENTS INC., BUTCHER & SINGER INC., STONE & WEBSTER SECURITIES CORPORATION.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Don Girard

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)


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®
None

Experience


Past

October 6, 1995 - July 19, 1996

FINANCE 500, INC.

BD
CRD#: 12981
IRVINE, CA
Past

May 17, 1995 - November 24, 1997

CAMDEN FINANCIAL SERVICES

BD
CRD#: 19925
KELLER, TX
Past

May 4, 1995 - July 19, 1995

FINANCE 500, INC.

BD
CRD#: 12981
IRVINE, CA
Past

October 18, 1993 - May 18, 1995

ROBERT SCOTT SECURITIES, INC.

BD
CRD#: 28180
Past

June 10, 1991 - October 25, 1993

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

June 23, 1989 - June 10, 1991

GOODLIN FINANCIAL, INC.

BD
CRD#: 19489
Past

March 3, 1980 - June 28, 1989

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

December 28, 1973 - April 28, 1974

BUTCHER & SINGER INC.

BD
CRD#: 6517
Past

February 3, 1969 - February 12, 1974

STONE & WEBSTER SECURITIES CORPORATION

BD
CRD#: 794

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.

Exams


State Security Law Exam
RR
Series 63
Date: 8/17/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 8/19/1965
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 7/17/1971
Registered Principal Examination

Current Firm


F5
FINANCE 500, INC.
FINANCE 500 | FINANCE 500, INC.

CRD#: 12981 / SEC#: , 8-28302

BD
Terminated by SEC on 11/12/2024
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
Mailing Address
Phone number
Established
California since 08/24/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RMB GROUP, LLCOWNER
BENNETT, BRYAN LEEPRESIDENT, COO, DIRECTOR2614924
DIGIORGIO, ANN ELIZABETHMUNI PRINCIPAL735482
DIGIORGIO, ANN ELIZABETHCCO / AML COMPLIANCE OFFICER735482
DIGIORGIO, ANN ELIZABETHCHIEF FINANCIAL OFFICER735482

Disclosures


Regulatory Event16
Arbitration5
Bond1

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.

Company Information


FINANCE 500, INC.

CRD#: 12981

TRUST BUT VERIFY

Monitor Donald Girard

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics