Julia Donato, financial advisor Allen TX

Julia Donato

CRD Number: 6741620
Current Firm: Ameriprise Financial Services, LLC

Julia Donato (CRD# 6741620) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Allen, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Allen, TX Dec 2016 - Current 3
Kotta Sushi Lounge Frisco, TX Jun 2011 - Dec 2016 5
Main Event Frisco, TX Jan 2010 - Jun 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Julia A. Donato
Phone Number: 612-671-3131
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    313,282
    MILLIONS
  • Total Number of Accounts
    1,488,886
    ACCOUNTS
  • Average Account Value
    $210,414
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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