Donna Negus
Donna Negus is a registered investment advisor at Cetera Investment Advisers LLC, based in Goodlettsville, TN, with 30 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
Goodlettsville, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Donna is a registered representative for Central Illinois Group LLC, operating as LifeWise Wealth Advisors, and Carleton Financial Inc, providing advisory and brokerage services to clients. These activities each take a full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
Invest Financial CorporationBroker
Suntrust Equitable SecuritiesBroker
State Registrations31 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.