Donna Pleasant (CRD# 4927208) is an Investment Advisor Representative working at Vision Capital & Management in Davidson, NC and has over 18 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vision Capital & Management | Davidson, NC | Dec 2015 - Current | 8 |
| Fsc Securities Corporation | Atlanta, GA | May 2016 - Jul 2022 | 6 |
| Vanguard Marketing Corporation | Charlotte, NC | Oct 2011 - Jan 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- NC
-
Total Assets Under Management159MILLIONS
-
Total Number of Accounts170ACCOUNTS
-
Average Account Value$934,341
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AR, MO, NC, PA
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