Natalia Donaldson (CRD# 6703061) is an Investment Advisor Representative working at Lincoln Investment in Peachtree City, GA and has over 6 years of experience in the finance industry.
CRD# 4194526
Synovus Securities, Inc.
CRD# 5694281
Truist Advisory Services, Inc.
CRD# 4148297
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Fort Washington, PA | Apr 2024 - Current | < 1 |
| Capital Analysts | Fort Washington, PA | Apr 2024 - Current | < 1 |
| Mml Investors Services, LLC | Savannah, GA | Sep 2016 - Mar 2024 | 7 |
| Mass Mutual Life Insurance Company | Savannah, GA | Sep 2015 - Mar 2024 | 8 |
| First Citizens Bank | Bluffton, SC | Jan 2008 - Sep 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- GA
- SC
-
Total Assets Under Management17,218MILLIONS
-
Total Number of Accounts203,427ACCOUNTS
-
Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV
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