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Donald Joseph Moulton

MOULTON WEALTH MANAGEMENT, INC·SPOKANE VALLEY, Washington
SIE, Series 7, Series 66CFPClean record25 years registeredMOULTON WEALTH MANAGEMENT, INC
420 N EVERGREEN RD., SPOKANE VALLEY, WA 99216CRD# 4382397Firm CRD# 304598

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Joseph Moulton · SPOKANE VALLEY, WA
Registration
CRD #4382397 · MOULTON WEALTH MANAGEMENT, INC · 25 years registered
Brand Profile
Not yet started
01

Career History

MOULTON WEALTH MANAGEMENT, INC
Aug 2019 – present
CETERA ADVISORS LLC
Feb 2012 – May 2020
SPOKANE VALLEY, WA
PACIFIC WEST FINANCIAL CONSULTANTS INC
Apr 2005 – Feb 2012
SPOKANE, WA
1ST GLOBAL ADVISORS INC
Nov 2002 – May 2005
SPOKANE, WA
WOODBURY FINANCIAL SERVICES, INC.
Aug 2001 – Oct 2002
SPOKANE, WA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · August 15, 2001
Years registered · 25
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MOULTON WEALTH MANAGEMENT, INC
CRD 304598 · SEC 801-117148
AUM
$140M
Regulatory assets under management
Employees
5
577 client accounts
Services offered by MOULTON WEALTH MANAGEMENT, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MOULTON WEALTH MANAGEMENT, INC →
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Frequently Asked Questions

What services does Donald Joseph Moulton offer?
Donald Joseph Moulton specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SPOKANE VALLEY, Washington for a consultation.
What are Donald Joseph Moulton's credentials?
Donald Joseph Moulton holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Donald Joseph Moulton located?
Donald Joseph Moulton is based in SPOKANE VALLEY, Washington, working with MOULTON WEALTH MANAGEMENT, INC. Their office serves clients in the SPOKANE VALLEY metropolitan area and surrounding communities.
How does Donald Joseph Moulton charge for services?
Donald Joseph Moulton'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 MOULTON WEALTH MANAGEMENT, INC?
MOULTON WEALTH MANAGEMENT, INC has approximately 5 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MOULTON WEALTH MANAGEMENT, INC

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SPOKANE VALLEY, WA
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