Donna Stock (CRD# 1245307) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hawley, PA and has over 24 years of experience in the finance industry.
CRD# 1040390
Lpl Financial LLC
CRD# 2384841
Lpl Financial LLC
CRD# 5053958
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services, Inc. | Hawley, PA | Jan 2020 - Current | 4 |
Raymond James Financial Services Advisors, Inc. | Hawley, PA | Jan 2020 - Current | 4 |
Wells Fargo Advisors Financial Network, LLC | Honedale, PA | Mar 2018 - Jan 2020 | 1 |
Raymond James Financial Services Advisors Inc. | West Palm Beach, FL | Dec 2015 - Mar 2018 | 2 |
Raymond James Financial Services | West Palm Beach, FL | Nov 2015 - Mar 2018 | 2 |
Unemployed | West Palm Beach, FL | Apr 2015 - Nov 2015 | < 1 |
Barclays Capital Inc. | Palm Beach, FL | Jan 2015 - Apr 2015 | < 1 |
Unemployed | West Palm Beach, FL | Jul 2014 - Jan 2015 | < 1 |
Morgan Stanley | Boca Raton, FL | Nov 2013 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1999 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- FL
- PA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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