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Donna Luna-Hernandez

19 Years of Experience
Midland, TX
Broker

Donna Luna-Hernandez is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Midland, TX, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1201 W. Iilnois Ave, Midland, TX, 79701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Donna works as a Client Service Associate for Foreman Financial, starting in 2017. This takes about half of Donna's time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2012 - Present · 14 yrs 1 mo
Raymond James Financial Services, INC.Broker
June 2012 - Present · 14 yrs 1 mo
Previous Registrations
RBC Capital Markets, LLC
May 2010 - May 2012 · 2 yrs
RBC Capital Markets, LLCBroker
May 2010 - May 2012 · 2 yrs
Wells Fargo Advisors, LLCBroker
January 2008 - April 2010 · 2 yrs 3 mos
Wells Fargo Advisors, LLC
January 2008 - April 2010 · 2 yrs 3 mos
A. G. Edwards & Sons, INC.
June 2007 - January 2008 · 7 mos
A. G. Edwards & Sons, INC.Broker
May 2007 - January 2008 · 8 mos
Edward JonesBroker
January 2007 - April 2007 · 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.