Donna King (CRD# 6895358) is an Investment Advisor Representative working at Advice And Planning Services in Durham, NC and has over 6 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa-cref Individual & Institutional Services, LLC | Durham, NC | Oct 2020 - Current | 3 |
| Tiaa | Durham, NC | Oct 2020 - Current | 3 |
| Rice King Rentals | Summerfield, NC | Feb 2018 - Current | 6 |
| Allstate Financial Advisors, LLC | Burlington, NC | Sep 2020 - Oct 2020 | < 1 |
| Allstate Insurance Co/allstate Financial Services, LLC | Burlington, NC | Aug 2020 - Oct 2020 | < 1 |
| Securities America Inc. | Winston Salem, NC | Mar 2020 - May 2020 | < 1 |
| Securities America Advisors | Winston Salem, NC | Mar 2020 - May 2020 | < 1 |
| W&s Brokerage Services | Cincinnati, OH | Jan 2019 - Apr 2020 | 1 |
| Western Southern Life | Greensboro, NC | Dec 2018 - Apr 2020 | 1 |
| Unemployed | Summerfield, NC | Sep 2018 - Dec 2018 | < 1 |
| Edward Jones | St. Louis, MO | Jan 2018 - Sep 2018 | < 1 |
| Systel Business Equipment | Greensboro, NC | Dec 2017 - Jan 2018 | < 1 |
| Unemployed | Summerfiled, NC | Aug 2017 - Dec 2017 | < 1 |
| Office Depot | Charlotte, NC | Oct 2014 - Jul 2017 | 2 |
| Unemployed | Summerfiled, NC | May 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- NC
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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