Donna D'angelo Morrall
CFP®Professional Summary
Donna D'angelo Morrall, CFP®, who also goes by Donna Jean D'angelo, is a registered financial advisor currently at CLEAR WATERS FINANCIAL NETWORK LLC located in Dunedin, Florida. Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Donna has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Health Care & Long-Term Care Planning
- Retirement Planning
- Investment Management
- Cashflow & Budgeting
- Risk Management & Insurance
- Financial Planning
- Education Funding
Specializations
Biography
Donna is a Certified Financial Planner (TM) professional with 10 years of experience as a financial advisor and investment manager. As a CFP®, Donna is fiduciary and is obligated and committed to operate in her clients' best interest. Donna is also a Certified Divorce Financial Analyst (TM) professional. Donna firmly believes in the importance of a personalized financial plan focusing on your goals and created in the context of your risk profile. With a destination...
Other Aliases
Donna D'angelo Morrall, Donna Jean D'angelo
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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.
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Credentials
Years of Experience
17 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CLEAR WATERS FINANCIAL NETWORK LLC | CLEAR WATERS FINANCIAL PLANNING LLC
Contact Information
Main Address
Dunedin, FLPhone Number
(970) 234-1937# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
75AUM (Assets Under Management)
$20,477,000Similar 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
(3/2/2018)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Donna D'angelo Morrall's CRS (Customer Relationship Summary).
Services Offered by Donna
- Health Care & Long-Term Care Planning
- Retirement Planning
- Investment Management
- Cashflow & Budgeting
- Risk Management & Insurance
- Financial Planning
- Education Funding
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