Charles Edward Donalies
President/Chief Compliance OfficerDonalies Financial Planning, LLCCRD 5733820
About Charles Edward Donalies
Charles Edward Donalies is listed as President/Chief Compliance Officer at Donalies Financial Planning, LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Donalies Financial Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Charles Edward Donalies work?
Charles Edward Donalies is listed as President/Chief Compliance Officer at Donalies Financial Planning, LLC on SEC Form ADV.
How much of Donalies Financial Planning, LLC does Charles Edward Donalies own?
Form ADV reports a beneficial ownership band of Over 75%.
Donalies Financial Planning, LLC
| Title | President/Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2012 |