BrokerCheck by FINRA
Donald L. Like, CLU, ChFC, Chief Financial Officer, Partner, Life, Health & Financial Planning - Donald has over 50 years of professional experience in both the insurance and financial services industries. His duties include managing the Life and Health Departments, Estate and Retirement Planning and Wealth Management. Donald is a Registered Securities Principal and Investment Advisory Representative, and is responsible for LBW's long range financial planning. CA Insurance License # 0202998. Investment advisory services offered through PFG Advisors, LLC, an SEC registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. Foundation Risk Partners DBA LBW Insurance and Financial Services, PFG Advisors, LLC, and United Planners Financial Services are separately owned entities and are not affiliated companies.
