Phillip Donald (CRD# 6855950) is an Investment Advisor Representative working at Sharebuilder 401k in Georgetown, KY and has over 6 years of experience in the finance industry.
CRD# 5978053
Edward Jones
CRD# 5157750
Context Financial LLC
CRD# 1061144
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sharebuilder 401k | Seattle, WA | Jul 2019 - Current | 4 |
| Capital One Investing, LLC | Georgetown, KY | Sep 2017 - Current | 6 |
| Capital One Advisors, LLC | Georgetown, KY | Sep 2017 - Current | 6 |
| Loves Travel Stops | Waddy, KY | Apr 2015 - Sep 2017 | 2 |
| Speedway LLC | Lexington, KY | Apr 2006 - Mar 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- KY
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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