Donna LackeyCRD Number: 1938689
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Donna Lackey (CRD# 1938689) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gadsden, AL and has over 22 years of experience in the finance industry.
Longview Financial Advisors, Inc.
Raymond James Financial Services Advisors, Inc.
Eugenias Advisory Group, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Knoxville, AL||Jul 2008 - Current||9|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Knoxville, TN||Sep 1996 - Jul 2008||11|
|Citigroup Global Markets Inc.||Knoxville, TN||Jul 2007 - Apr 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1995|
|S66||NASAA Uniform Combined State Law Examination||Mar 2009|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY