Donald Moulton has been President/Investment Advisor Representative of Moulton Wealth Management since June 2019, is a control person of the firm and directly owns between 50% and 75% of it.
Moulton Wealth Management, Inc is a Spokane Valley, WA firm with $160M under management, 477 clients and 3 advisers in one office, as of its January 2026 filing.
Donald Moulton is Director Of Financial Services of Moulton Wealth Management, Inc. Moulton is an author and a presenter across Eastern Washington. As an accountant, Moulton worked for two "Big Eight" accounting firms.
Donald Moulton’s longest registration was 8 years at Cetera Advisors LLC (2012–2020). Before joining Moulton Wealth Management in 2019, Donald Moulton was registered through Cetera Advisors LLC and Pacific West Financial Consultants Inc.
- – present · 7 yearsSpokane Valley, WA · Adviser representative · Firm CRD 304598
- Cetera Advisors LLC– · 8 yearsSpokane Valley, WA · Adviser representative · Firm CRD 10299
- Pacific West Financial Consultants Inc– · 6 yearsSpokane, WA · Adviser representative · Firm CRD 108728
- 1st Global Advisors Inc– · 2 yearsSpokane, WA · Adviser representative · Firm CRD 111133
- Woodbury Financial Services, Inc.– · 1 yearSpokane, WA · Adviser representative · Firm CRD 421
Professional designations
Listed by Moulton Wealth Management
- CFP®
- RFC
Investment adviser representative registrations
Donald Moulton is registered as an investment adviser representative in 3 states. The first approvals date from August 2019; the most recent is Washington, in September 2019.
- IdahoSince 12 August 2019
- TexasSince 12 August 2019
- WashingtonSince 16 September 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 May 2001 |
| Series 7 | General Securities Representative Examination | 16 April 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Donald Joseph Moulton
- CRD
- 4382397
- Firm
- Moulton Wealth Management · CRD 304598
- Role
- President/Investment Advisor Representative
- Office
- 420 N EVERGREEN RD., SUITE 100, Spokane Valley, WA 99216
- Registration
- Investment adviser registration
- In the industry since
- April 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- moultonwealth.com
Where does Donald Moulton work?
Donald Moulton has been President/Investment Advisor Representative of Moulton Wealth Management, Inc since June 2019, and is a control person of the firm.
Is Donald Moulton a financial advisor?
Yes. Donald Moulton has a current investment-adviser registration in Idaho, Texas and Washington, through Moulton Wealth Management since August 2019.
How many years of experience does Donald Moulton have?
Donald Moulton has 25 years in the financial industry, since April 2001, across 5 adviser firms.
What exams has Donald Moulton passed?
Donald Moulton has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2001. FINRA credited Donald Moulton with the SIE, which began in October 2018.
Where did Donald Moulton work before Moulton Wealth Management?
Before Moulton Wealth Management, Donald Moulton was registered through Pacific West Financial Consultants Inc, April 2005 to February 2012; 1st Global Advisors Inc, November 2002 to May 2005; Woodbury Financial Services, Inc., August 2001 to October 2002.
Where is Donald Moulton based?
Donald Moulton’s registered office is in Spokane Valley, WA.
Is Donald Moulton registered with FINRA?
No. Donald Moulton has no current broker registration.
Is Donald Moulton a CFP?
Moulton Wealth Management lists Donald Moulton with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Donald Moulton’s record?
Search CRD 4382397 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Moulton’s full registration record.
