Donna PleasantCRD Number: 4927208
Current Firm: Vision Capital & Management
Donna Pleasant (CRD# 4927208) is an Investment Advisor Representative working at Vision Capital & Management in Davidson, NC and has over 15 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The Financial Legacy Group
Wells Fargo Clearing Services, LLC
|Vision Capital & Management||Davidson, NC||Jun 2016 - Current||4|
|Fsc Securities Corporation||Atlanta, GA||May 2016 - Current||4|
|Vision Capital & Management||Davidson, NC||Dec 2015 - Current||5|
|Vanguard Marketing Corporation||Charlotte, NC||Oct 2011 - Jan 2016||4|
|Unemployed||Albemarle, NC||Oct 2010 - Oct 2011||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2005|
|S65||NASAA Investment Advisors Law Examination||Oct 2016|
Total Assets Under Management113MILLIONS
Total Number of Accounts170ACCOUNTS
Average Account Value$666,490
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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