Donna HeatherleyCRD Number: 6146970
Current Firm: Edward Jones
Donna Heatherley (CRD# 6146970) is an Investment Advisor Representative working at Edward Jones in Temple, TX and has over 4 years of experience in the finance industry.
Financial Planning Professionals, Inc.
Bbva Wealth Solutions Inc.
|Edward Jones||St Louis, MO||Dec 2012 - Current||5|
|Unemployed||Temple, TN||Jul 2012 - Dec 2012||< 1|
|Scott And White Healthcare||Temple, TX||Mar 1998 - Jul 2012||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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, 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