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professional profile

Grant S Donaldson

AgentRRIAR OH CRD 1970214 Last verified October 2026

Overview

Grant S Donaldson is an insurance agent, a registered representative and an investment adviser representative based in OH, with 37 years in the industry.

Years in the industry
37
States licensed
1
States registered
14
Carrier appointments
2

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

  • Licensed in 1 state
  • Registered in 14 states
  • Producer
  • Series 63
  • Series 65
  • Series 7
  • Series 99TO
  • SIE

3 lines of authority, with every state and its dates

Firms

Employment history since 1989

Carriers

2 active carrier appointments

Book and practice

Firm assets under management on file

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