AUMdb
DR

Donald Ray Clephane

CRD 2693579 Certified Financial Planner

Firms

FirmRoleAs of
Oak Tree Securities, Inc. Registered representative 07/20/2026
Diversified Planning Concepts, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗