Donald Slone (CRD# 2274931) is an Investment Advisor Representative working at Leetown Advisors in Ankeny, IA and has over 15 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Leetown Advisors LLC | Ankeny, IA | Feb 2024 - Current | < 1 |
| Captain Derek's Dolphin Adventure | Tybee Island, GA | Sep 2021 - Current | 2 |
| Georgia Southern University | Statesboro, GA | Jul 2015 - Current | 8 |
| N/a | Statesboro, GA | Jun 2019 - Feb 2024 | 4 |
| Tiffin University | Tiffin, OH | Jan 2010 - Aug 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- IA
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts120ACCOUNTS
-
Average Account Value$51,856
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
IA
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