Donnie Sweat (CRD# 2948385) is an Investment Advisor Representative working at Avantax Advisory Services in Wrightsville, GA and has over 26 years of experience in the finance industry.
CRD# 6141908
Arkin Financial Advisors, LLC
CRD# 1093325
Northwestern Mutual Investment Services,llc
CRD# 6074286
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The State Life Insurance Company | Indianaplois, IN | Jul 2013 - Current | 10 |
| Avantax Investment Services, Inc. | Wrightsville, GA | Nov 1998 - Current | 25 |
| Lee And Turner, Pc | Milledgeville, GA | Jan 1994 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
- GA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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