Donald Petagna, financial advisor Metairie LA
93 score

Donald Petagna

CRD Number: 1794057
Current Firm: Prudential Financial Planning Services

Donald Petagna (CRD# 1794057) is an Investment Advisor Representative working at Prudential Financial Planning Services in Metairie, LA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Metairie, LA Jul 2004 - Current 12
Pruco Securities, LLC Metairie, LA Jul 2004 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for Donald B. Petagna
Phone Number: 800-235-7637
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
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
  • 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, 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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