Donna GagnonCRD Number: 6392740
Current Firm: Efficient Frontier Advisors LLC
Donna Gagnon (CRD# 6392740) is an Investment Advisor Representative working at Efficient Frontier Advisors LLC in Eastford, CT and has 1 year of experience in the finance industry.
Garrett Investment Advisors, LLC
Cambridge Investment Research Advisors, Inc.
|Efficient Frontier Advisors LLC||Eastford, CT||Jul 2013 - Current||3|
|Donna Gagnon||Eastford, CT||May 2008 - Current||8|
|Susan F. Sharin, LLC||Eastford, CT||Sep 2010 - Jun 2013||2|
|Computer Sciences Corporation||East Hartford, CT||Jan 2000 - May 2008||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management366MILLIONS
Total Number of Accounts213ACCOUNTS
Average Account Value$1,717,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, CT, NY, OR, TX
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