Donna T. Gebhart
Professional summary
Donna Traina Gebhart, who also goes by Donna Traina Gebhart Mrs., is a registered financial advisor currently at GEBHART & ASSOCIATES, INC located in Fallbrook, California.
Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Donna has worked at 4 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Donna Traina Gebhart's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 26, 1998 - Present
GEBHART & ASSOCIATES, INC
Office #1: 301 N. Vine Street, Fallbrook, CA 92028April 23, 2004 - August 15, 2005
AFA FINANCIAL GROUP, LLC
August 22, 2000 - February 13, 2004
SENTRA SECURITIES CORPORATION
August 7, 2000 - February 13, 2004
SENTRA SECURITIES CORPORATION
February 14, 1996 - August 14, 2000
MUTUAL SERVICE CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/26/1998)
Exams
Current Firm
GEBHART & ASSOCIATES, INC
CRD#: 123029 / SEC#:
Contact information
Red Flags
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