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Donald Mark Faller

FIDUCIARY FIRST, LLC·MAITLAND, Florida
Clean recordFIDUCIARY FIRST, LLC
1060 MAITLAND CENTER COMMONS, MAITLAND, FL 32751CRD# 1292580Firm CRD# 150330

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Mark Faller · MAITLAND, FL
Registration
CRD #1292580 · FIDUCIARY FIRST, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donald Mark Faller is a registered financial advisor based in MAITLAND, Florida, affiliated with FIDUCIARY FIRST, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
FIDUCIARY FIRST, LLC
FIDUCIARY FIRST
AUM
$3.3B
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FIDUCIARY FIRST, LLC →
Services
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: VALUE OF PLAN ASSETS
Regulatory
SEC/IARD CRD# 1292580
Firm CRD# 150330
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Mark Faller offer?
Donald Mark Faller is a registered financial advisor in MAITLAND, Florida. Contact their office for details on services offered.
What are Donald Mark Faller's credentials?
Donald Mark Faller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Mark Faller located?
Donald Mark Faller is based in MAITLAND, Florida, working with FIDUCIARY FIRST, LLC. Their office serves clients in the MAITLAND metropolitan area and surrounding communities.
How does Donald Mark Faller charge for services?
Donald Mark Faller's firm is compensated through percentage of aum, hourly charges, subscription fees, other: value of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDUCIARY FIRST, LLC?
FIDUCIARY FIRST, LLC has approximately 4 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Ross Michael Epstein
MAITLAND, FL
Jamie Ann Hayes
MAITLAND, FL

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