Donna McNeely, financial advisor Manhattan Beach CA

Donna McNeely

CRD Number: 2310954
Current Firm: Lpl Financial LLC

Donna McNeely (CRD# 2310954) is an Investment Advisor Representative working at Lpl Financial LLC in Manhattan Beach, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Manhattan Beach, CA Jun 2020 - Current 3
Kinecta Federal Credit Union Manhattan Beach, CA Jun 2018 - Current 5
Premier America Credit Union Chatsworth, CA Mar 2010 - Jun 2018 8
Lpl Financial Services Charlotte, NC Mar 2010 - Jun 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1993
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Donna L. McNeely
Phone Number: 704-733-3300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
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, WY

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