John Doney (CRD# 7025978) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in San Diego, CA and has over 5 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services LLC | San Diego, CA | Jun 2023 - Current | < 1 |
| Kestra Investment Services, LLC | San Diego, CA | Jun 2023 - Current | < 1 |
| Intervest International Equities Corp | Colorado Springs, CO | Sep 2018 - Jun 2023 | 4 |
| Unemloyed | San Diego, CA | Jun 2018 - Sep 2018 | < 1 |
| United States Navy | San Diego, CA | Jun 1989 - Jun 2018 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2018 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- CA
- TX
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- 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)
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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