Danelle Doney is a registered investment advisor, based in Raleigh, NC, with 4 years of industry experience.
Location
4208 Six Forks Rd, Suite 1700, Raleigh, NC, 27609
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Regulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Captrust
July 2022 - Present · 3 yrs 10 mos
Capfinancial Securities, LLC.Broker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
November 2021 - June 2022 · 7 mos
Fidelity Brokerage Services LLCBroker
September 2021 - May 2022 · 8 mos
State Registrations1 state
NC
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.