Donald
Chastain
Invista Advisors
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About this Advisor
Donald Chastain is a financial advisor who works out of Auburn, Alabama with a total of 7 years of relevant experience. Chastain is currently employed by Invista Advisors. Over the course of their career, Chastain has held roles at American United Life, Oneamerica Securities, Lpl Financial LLC and Mcdonald & Hagen Wealth Management, LLC. Chastain holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Alabama. Invista Advisors is a business operating out of Montgomery, AL. The firm has offices in two locations and a total of eight employees. It handles $396 million in assets among its 752 accounts, making it one of the larger firms in the country by assets under management. The firm provides financial advice to nine charitable organizations. Of its 752 client accounts, 37% belong to high-net-worth clients who have at least $1 million in investable assets. Invista Advisors has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice usually vary depending on the type of financial services provided. However, fee types charged by Invista Advisors can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Invista Advisors Brokerage Details
$396,105,604
8
752
$526,736
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Donald Chastain Work History
Donald has been registered as a financial advisor for 7 years.*
Mcdonald & Hagen Wealth Management, LLC
Lpl Financial LLC
American United Life
Oneamerica Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donald Chastain to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Invista Advisors
Auburn, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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