Bridget Doane, financial advisor Williamsburg VA
90 score

Bridget Doane

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Bank Williamsburg, VA Apr 2013 - Current 3
Suntrust Investment Services, Inc. Atlanta, GA Apr 2013 - Current 3
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
Contact Info for Bridget T. Doane
Phone Number: 404-813-8981
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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