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Donald G. Chastain

INVISTA ADVISORS
Auburn, AL 36830
Some features on this profile are disabled
CRD#: 4558422
DC

Professional summary

Donald G. Chastain is a registered financial advisor currently at INVISTA ADVISORS located in Auburn, Alabama and LPL FINANCIAL LLC located in Montgomery, Alabama.

Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Donald has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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. 3/7/2016: McDonald & Hagan Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/15/2016 - 15 Hours Per Month During Securities Trading. 2. 08/25/2016 * McDonald & Hagen Wealth Management * Registered Investment Advisor Hybrid * (Hybrid) McDonald & Hagen Wealth Management * INV REL * 1820 East University Drive, Auburn, AL 36830 * CPA referring clients only * START 04/20/2016 * 2 HRS/MO DURING SECS TRDG HRS. 3. 11/28/2022 - Machen McChesney LLP - NOT INV REL - 1820 East University Drive, Auburn, AL 36830 - CPA Affiliate Program - START 11/10/1982 - 50 HOURS PER MONTH/50 HOURS DURING TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald G. Chastain's CRS (Customer Relationship Summary).
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

December 3, 2024 - Present

INVISTA ADVISORS

Office #1: 1820 E University Drive, Auburn, AL 36830
RIA
CRD#: 282899
Auburn, AL
Current

October 14, 2013 - Present

LPL FINANCIAL LLC

Office #1: 350 Leavell Circle, Montgomery, AL 36117
RIA
BD
CRD#: 6413
Montgomery, AL
Past

July 7, 2016 - November 20, 2024

INVISTA ADVISORS

RIA
CRD#: 282899
Auburn, AL
Past

October 14, 2013 - July 7, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
AUBURN, AL
Past

May 16, 2013 - October 10, 2013

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
AUBURN, AL
Past

April 18, 2013 - October 10, 2013

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
AUBURN, AL
Past

April 8, 2003 - April 24, 2013

OSAIC FA, INC.

RIA
CRD#: 3978
AUBURN, AL
Past

October 31, 2002 - April 1, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

October 31, 2002 - April 24, 2013

OSAIC FA, INC.

BD
CRD#: 3978
AUBURN, AL

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".
IA
INVISTA ADVISORS
INVISTA ADVISORS | MCDONALD FINANCIAL SERVICES, LLC | MCDONALD & HAGEN WEALTH MANAGEMENT

CRD#: 282899 / SEC#: 801-107431

RIA
Registered Investment Advisory firm - (3/18/2016 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(10/14/2013)
IAR
Alabama
(12/3/2024)
RR
Georgia
(1/20/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/22/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/30/2002
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

IA
INVISTA ADVISORS
INVISTA ADVISORS | MCDONALD FINANCIAL SERVICES, LLC | MCDONALD & HAGEN WEALTH MANAGEMENT

CRD#: 282899 / SEC#: 801-107431

RIA
Registered Investment Advisory firm - (3/18/2016 Approved)
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Contact information

Main Address
350 Leavell Circle, Montgomery, AL 36117
Mailing Address
Phone number
(334) 387-0094
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts713
AUM (Assets Under Management)$ 580,106,131

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

INVISTA ADVISORS

CRD#: 282899Auburn, AL 36830

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