Robert DonnellCRD Number: 4497748
Current Firm: Wealth And Pension Services Group Inc.
Robert Donnell (CRD# 4497748) is an Investment Advisor Representative working at Wealth And Pension Services Group Inc. in Smyrna, GA and has over 15 years of experience in the finance industry. Robert Donnell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Triad Advisors||Smyrna, GA||Sep 2011 - Current||5|
|Teton Capital Advisors||Smryna, GA||Sep 2011 - Current||5|
|Wealth And Pension Services, Group Inc.||Smyrna, GA||Sep 2011 - Current||5|
|Bank Of America, Na||Atlanta, GA||Sep 2009 - Sep 2011||2|
|Merrill Lynch,pierce,fenner&smith Inc.||Atlanta, GA||Dec 2001 - Sep 2011||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2002|
Total Assets Under Management284MILLIONS
Total Number of Accounts829ACCOUNTS
Average Account Value$343,022
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, IN, NC, TN, TX