Donna Young
Donna Young is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Van Buren, AR, with 40 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1110 Main St, Van Buren, AR, 72956
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2002Customer Dispute
August 2001Other Business ActivitiesSells Insurance
Donna is involved in several outside business activities, including being a council member for the Arkansas Arts Council, president of Delta Investment Management & Financial Center, Inc, and a partner at Endispute. She also works as a health insurance agent, dedicating about a quarter of her time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Invest Financial CorporationBroker
Deposit Guaranty Investments, INC.Broker
Merchants Investment Center, INC.Broker
K-One Investment CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.