Donna Lindley, financial advisor Natchez MS

Donna Lindley

CRD Number: 2126491
Current Firm: Edward Jones

Donna Lindley (CRD# 2126491) is an Investment Advisor Representative working at Edward Jones in Natchez, MS and has over 31 years of experience in the finance industry.

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Edward Jones
Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Donna G. Lindley
Phone Number: 314-515-2000
Registered State(s):
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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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