Donald G Blumberg
Investment adviser representative at LPL Financial LLC
10 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCMar 2025 to now
- Ic Advisory Services IncAug 2020 to now
- Comprehensive FinancialJan 2020 to now
- The Investment Center IncDec 2019 to Mar 2025
- Local Burger Bay ShoreJan 2018 to Dec 2019
- Geneso Campus Auxiliary ServicesJan 2017 to May 2020
- Shandon CourtJan 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 5 states (FL, MA, NJ, NY, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7217661
- Firm CRD
- 6413