Donnas Landry, financial advisor Kenner LA
93 score

Donnas Landry

CRD Number: 5398740
Current Firm: Cetera Investment Advisers LLC

Donnas Landry (CRD# 5398740) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kenner, LA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Kenner, LA Jan 2014 - Current 2
Cetera Investment Services LLC St.cloud, MN Apr 2013 - Current 3
Regions Bank Metairie, LA Mar 2013 - Current 3
Metlife Securities Inc. Metairie, LA Mar 2011 - Dec 2012 1
Chase Investment Services Corp Mandeville, LA May 2010 - Mar 2011 < 1
Morgan Stanley Smith Barney Mandeville, LA Jun 2009 - May 2010 < 1
Citigroup Global Markets Inc. Covington, LA Aug 2007 - May 2010 2
Dymartin Jr Inc. New Orleans, LA Aug 2001 - Aug 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Donnas E. Landry
Phone Number: 888-528-2987
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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

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