Donna Bromfield-Day, financial advisor Fort Worth TX
93 score

Donna Bromfield-Day

CRD Number: 5480459
Current Firm: Wells Fargo Advisors, LLC

Donna Bromfield-Day (CRD# 5480459) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Fort Worth, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Fort Worth, TX Nov 2014 - Current 2
Home Fort Worth, TX Aug 2013 - Nov 2014 1
Morgan Stanley Smith Barney Pensacola, FL Feb 2012 - Aug 2013 1
Morgan Keegan & Company, Inc. Pensacola, FL Jan 2008 - Feb 2012 4
Chcs Services, Inc. Pensacola, FL Jan 2007 - Dec 2007 < 1
O'sullivan Creel, LLP Pensacola, FL Nov 2005 - Nov 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Donna P. Bromfield-Day
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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