Donna Failla (CRD# 6176274) is an Investment Advisor Representative working at Citizens Securities, Inc. in Hampton, NH and has over 9 years of experience in the finance industry.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Bank, Inc. | Westwood, MA | Oct 2022 - Current | 1 |
| Citizens Bank, N/a | Hampton, NH | Oct 2022 - Current | 1 |
| Citizens Securities, Inc. | Westwood, MA | Jul 2021 - Oct 2022 | 1 |
| Citizens Bank, N/a | Hampton, NH | Jul 2021 - Oct 2022 | 1 |
| Citizens Securities, Inc. | Hampton, NH | Oct 2019 - Jul 2021 | 1 |
| Citizens Bank | Hampton, NH | Oct 2019 - Jul 2021 | 1 |
| Citizens Securities Inc. | Portsmouth, NH | Jan 2017 - Oct 2019 | 2 |
| Citizens Bank | Portsmouth, NH | Dec 2016 - Oct 2019 | 2 |
| Northwestern Mutual Investment Services, LLC | Boca Raton, FL | Oct 2013 - Dec 2016 | 3 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Mar 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- NH
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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