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Detailed Report
Donald Melvin Masters Jr.
DONALD M. MASTERS, Donald M Masters, Donald Melvin Masters
CRD#: 5826583
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Investment Adviser
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Previous Broker
MASTERS TAX AND FINANCIAL PLANNING LLCCRD#: 310261 246 E BROAD STREET
STATESVILLE, NC 28677
Registration History
201920202021202220232024202520262 FIRMS2020 - 2020 (<1 year)2 FIRMS2021 - 2023 (1 year)IAMASTERS TAX AND FINANCIAL PLAN... (CRD# 310261)2023 - Present (1 year)
License(s)

State Registrations

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Arizona 11/20/2024
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Oregon 6/5/2023
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North Carolina 9/16/2024
Current Registration(s)
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MASTERS TAX AND FINANCIAL PLANNING LLC (CRD#:310261)
246 E BROAD STREET, STATESVILLE, NC 28677
Registered with this firm since 6/5/2023
Previous Registration(s)
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 03/22/2021 - 01/27/2023 CENTAURUS FINANCIAL, INC. (CRD#:30833) Hillsboro, OR
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 03/22/2021 - 01/27/2023 CENTAURUS FINANCIAL, INC. (CRD#:30833) ANAHEIM, CA
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 03/05/2020 - 06/15/2020 AVANTAX ADVISORY SERVICES (CRD#:104556) Glendale, AZ
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 01/01/2020 - 06/15/2020 AVANTAX INVESTMENT SERVICES, INC. (CRD#:13686) Glendale, AZ
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.