DONALD GERARD BERTRAND is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with FINANCIAL ENGINES ADVISORS L.L.C..
| Firm | From | To | Current |
|---|---|---|---|
| FINANCIAL ENGINES ADVISORS L.L.C. | 2016-11-30 | present | Yes |
| FINANCIAL ENGINES ADVISOR CENTER, LLC | 2016-11-10 | 2016-11-30 | — |
| WT ARIZONA SECURITIES, LLC | 2008-09-29 | 2012-09-24 | — |
| STRATEGIC ADVISERS LLC | 2003-02-25 | 2008-09-16 | — |