Bridget DoaneCRD Number: 6182074
Current Firm: Suntrust Investment Services, Inc.
Bridget Doane (CRD# 6182074) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Williamsburg, VA and has over 4 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Axa Advisors, LLC
Joss Financial Group
|Suntrust Bank||Williamsburg, VA||Apr 2013 - Current||4|
|Suntrust Investment Services, Inc.||Atlanta, GA||Apr 2013 - Current||4|
|Unemployed||Newport News, VA||Nov 2012 - Apr 2013||< 1|
|Suntrust Bank||Newport News, VA||Nov 2002 - Oct 2012||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV