Mark Donaldson

from Providence Financial Advisors, LLC
SEC regulated
Regulated Investment Advisor
Mark Donaldson is a financial advisor based in Kansas, Overland Park, with 31 years of experience. Mark currently works for Providence Financial Advisors, LLC. Mark maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Mark Donaldson works at Providence Financial Advisors, LLC
Providence Financial Advisors, LLC is a financial advisory firm based in Overland Park, Kansas. It currently has approximately $247,395,761 of assets under management and employs about 3 people. Providence Financial Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and project basis.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
13 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and project basis
Office location
6900 College Blvd.,, Suite 440, Overland Park, Kansas, 66211

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