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Donald Paul Williamson

ASCO FINANCIAL GROUP, INC.·KINGSTON, Pennsylvania
SIE, Series 1, Series 7TOClean record19 years registeredASCO FINANCIAL GROUP, INC.
575 PIERCE STREET, KINGSTON, PA 18704CRD# 468445Firm CRD# 124395

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Paul Williamson · KINGSTON, PA
Registration
CRD #468445 · ASCO FINANCIAL GROUP, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

OSAIC WEALTH, INC.
Nov 2023 – present
ASCO FINANCIAL GROUP, INC.
Jun 2009 – present
INTEGRATED CAPITAL MANAGEMENT, INC.
Apr 2009 – Mar 2013
KINGSTON, PA
FSC SECURITIES CORPORATION
Jun 2007 – Nov 2023
KINGSTON, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 7TO
Registration record
First registered · June 8, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASCO FINANCIAL GROUP, INC.
CRD 124395 · SEC 801-61809
AUM
$158M
Regulatory assets under management
Employees
2
59 client accounts
Services offered by ASCO FINANCIAL GROUP, INC.
Per Form ADV
Publication of periodicals/newsletters
Security ratings or pricing services
View all advisors at ASCO FINANCIAL GROUP, INC. →
Introduction

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05

Frequently Asked Questions

What services does Donald Paul Williamson offer?
Donald Paul Williamson specializes in Fee-Only Advisory. Contact their office in KINGSTON, Pennsylvania for a consultation.
What are Donald Paul Williamson's credentials?
Donald Paul Williamson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Paul Williamson located?
Donald Paul Williamson is based in KINGSTON, Pennsylvania, working with ASCO FINANCIAL GROUP, INC.. Their office serves clients in the KINGSTON metropolitan area and surrounding communities.
How does Donald Paul Williamson charge for services?
Donald Paul Williamson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASCO FINANCIAL GROUP, INC.?
ASCO FINANCIAL GROUP, INC. has approximately 2 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASCO FINANCIAL GROUP, INC.

Jerome Joseph Mchale
KINGSTON, PA

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