Donna FurgalCRD Number: 2987466
Current Firm: Next Financial Group, Inc.
Donna Furgal (CRD# 2987466) is an Investment Advisor Representative working at Next Financial Group, Inc. in Salisbury, MA and has over 19 years of experience in the finance industry.
Commonwealth Financial Network
Signator Investors, Inc.
Clear View Wealth Advisors, LLC
|Next Financial Group Inc.||Portsmouth, NH||Feb 2007 - Current||10|
|Citizens Financial Services Inc.||Providence, RI||Nov 1997 - Feb 2007||9|
|Citizens Bank||Manchester, NH||Oct 1997 - Feb 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV