Donnas Landry
Donnas Landry is a registered investment advisor at LPL Financial LLC, based in Metairie, LA, with 18 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
Metairie, LA
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Regulatory History (1)
Financial
May 2019Other Business ActivitiesSells Insurance
Donnas works full-time offering securities and investment advisory services through Riverside Securities LLC and Saint Ann Wealth Strategists, LLC. Donnas also spends minimal time in the sales and service of insurance products, including fixed annuities, life/health, and long-term care.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Metlife Securities INC.
Metlife Securities INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations43 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.