Ian Donnelly (CRD# 7359914) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Liberty Hill, TX and has over 2 years of experience in the finance industry.
CRD# 3168949
Next Financial Group, Inc.
CRD# 6753755
Edward Jones
CRD# 5993258
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services Advisors, Inc. | Liberty Hill, TX | Dec 2021 - Current | 2 |
Raymond James Financial Services | Liberty Hill, TX | Apr 2021 - Current | 3 |
Oak Crest Advisors | Liberty Hill, TX | Apr 2021 - Current | 3 |
Oak Crest Financial | Liberty Hill, TX | Apr 2021 - Current | 3 |
Mr. Jim's Pizza | Forney, TX | Dec 2017 - Mar 2021 | 3 |
Sam Houston University | Huntsville, TX | Jan 2017 - Aug 2020 | 3 |
Saltgrass Steak House | Conroe, TX | Sep 2019 - Nov 2019 | < 1 |
University Of Texas At Tyler | Tyler, TX | Aug 2015 - Dec 2016 | 1 |
Academy Sports & Outdoors | Tyler, TX | Apr 2016 - Nov 2016 | < 1 |
Student | Crandall, TX | Aug 2011 - Aug 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- TX
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- 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
- Other
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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