Ladonna Dowdy is a registered investment advisor at LPL Financial LLC, based in Clarksville, TN, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1202 Madison St, Clarksville, TN, 37040-3820
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ladonna operates under several DBAs and LLCs related to her LPL business and investment advisory services, including Dowdy Financial Group, Dowdy Wealth Services LLC, Kentucky Planning Partners, LLC, KPP Advisory Services LLC, and Dowdy Roy Financial LLP. She also owns rental real estate. Ladonna spends about half her time on KPP Advisory Services LLC.
Employment History
Current Registrations
LPL Financial LLC
Kpp Advisory Services LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Amsouth Investment Services, INC.Broker
State Registrations17 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.