Ladonna UmbergerCRD Number: 1946697
Current Firm: Raymond James Financial Services Advisors, Inc.
Ladonna Umberger (CRD# 1946697) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL and has over 8 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James Financial Services, Inc.||St. Petersburg, FL||Apr 2006 - Current||11|
|Wild Time Surf Shop||Madeira Beach, FL||Nov 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2009|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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