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Donald Edward Whalen

Donald E. Whalen

VERSAILLES FINANCIAL
ALPHARETTA, GA
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CRD#: 4665788
Donald Edward Whalen

Professional summary

Donald Edward Whalen, CFP® is a registered financial advisor currently at VERSAILLES FINANCIAL, LLC located in Alpharetta, Georgia.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Donald has worked at 1 firm and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Edward Whalen's 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®
CFP®

Certified Financial Planner

Start date: 2006

Experience

Current

September 3, 2003 - Present

VERSAILLES FINANCIAL, LLC

RIA
CRD#: 127011
ALPHARETTA, GA

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.

Highlighted states indicate IAR registrations

IAR
Georgia
(9/3/2003)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/17/2003
Uniform Investment Adviser Law Examination

Current Firm

VF
VERSAILLES FINANCIAL, LLC
VERSAILLES FINANCIAL INC. | VERSAILLES FINANCIAL, LLC

CRD#: 127011 / SEC#:

Georgia
Registered Investment Advisory firm - (9/3/2003 Approved)
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Contact information

Main Address
Alpharetta, GA
Mailing Address
9810 Foxworth Drive, Alpharetta, GA 30022
Phone number
(770) 998-5047
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts67
AUM (Assets Under Management)$ 27,000,000

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.

Company Information

VERSAILLES FINANCIAL, LLC

CRD#: 127011Alpharetta, GA

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