Donna Pleasant, financial advisor Davidson NC

Donna Pleasant

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Donna L. Pleasant
Phone Number: 704-894-9639
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    113
    MILLIONS
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $666,490
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

NC, PA

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