Company Name:
INVISTA ADVISORS
Alternative Name:
MCDONALD FINANCIAL SERVICES, LLC
Address:
350 LEAVELL CIRCLE, MONTGOMERY AL 36117
CRD Number:
282899
SEC Number:
801-107431
Financial Regulator:
SEC/ FINRA
Website:
https://www.linkedin.com/in/daniel-l-sloan-cfp?61741050/
Registration started
Ended
2016
2017
2018
CDR: 4558422
DONALD CHASTAIN
started on 2016-07-07
CDR: 2369000
MARY SMITH
MARY KATHRYN GRANT
started on 2016-07-07
CDR: 4412715
CHRISTOPHER HAGEN
CHRIS HAGEN
started on 2016-07-26
CDR: 1496530
DANIEL SLOAN
DAN SLOAN DANNY SLOAN
started on 2016-07-26
CDR: 4612862
JAMES PERRY
JIM PERRY JAMES HENRY PERRY
started on 2016-07-08
CDR: 1968938
CARL MCDONALD
started on 2016-07-07
CDR: 5608607
JASON BRYANT
JASON BRYANT
started on 2016-07-07
CDR: 2827830
JEFFREY NANCE
Jeff Nance
started on 2016-07-07
CDR: 2779872
STEVE CLARK
Steven Albert Clark
started on 2016-07-07
CDR: 5724349
LISA FREE
LISA MARIE BASS LISA FREE LISA MARIE MORESCHI
started on 2016-07-07
CDR: 6358281
MICHAEL BARRANCO
M A B AB BARRANCO AUSTIN BARRANCO M AUSTIN BARRANCO MAB BARRANCO MICHAEL A BARRANCO MIKE A BARRANCO MIKE BARRANCO
started on 2017-03-17
CDR: 2827830
JEFFREY NANCE
Jeff Nance
ended on 2017-05-11
CDR: 4825738
MICHAEL BARRANCO
started on 2018-10-11
CDR: 2779872
STEVE CLARK
Steven Albert Clark
ended on 2018-10-25



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