Athena Doty (CRD# 4056816) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Goldsboro, NC and has over 15 years of experience in the finance industry.
CRD# 4216809
Edward Jones
CRD# 2275363
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 736374
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott LLC | Goldsboro, NC | Aug 2017 - Current | 6 |
| Raymond James Financial Services Advisors, Inc. | Goldsboro, NC | Jan 2009 - Aug 2017 | 8 |
| Raymond James Financial Services,inc. | Goldsboro, NC | Mar 2008 - Aug 2017 | 9 |
| Raymond James | Pensacola, FL | Jul 2007 - Aug 2017 | 10 |
| Goldsboro Securities, LLC | Goldsboro, NC | Jul 2003 - Aug 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- NC
-
Total Assets Under Management85,895MILLIONS
-
Total Number of Accounts226,034ACCOUNTS
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Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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