Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Ledford is a financial advisor who has been in the industry since 1986. Donald Ledford is registered with LPL Financial LLC and is also an Investment Advisor Representative. Donald Ledford has a Series 7, Series 6, and Series 63 license and has passed the SIE exam. Donald Ledford has previously worked with STONEX SECURITIES INC., BB&T INVESTMENT SERVICES, INC., STERNE AGEE FINANCIAL SERVICES, INC., WACHOVIA SECURITIES, LLC, SOUTHTRUST SECURITIES, LLC, LIBERTY SECURITIES CORPORATION, EQ FINANCIAL CONSULTANTS, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Donald Ledford currently works out of the Anniston, AL office of LPL Financial LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
02/14/2024 - Present
LPL Financial LLC (Anniston AL)
AL
08/29/2014 - 02/23/2024
STONEX SECURITIES INC. (Anniston AL)
AL
09/09/2013 - 09/02/2014
BB&T INVESTMENT SERVICES, INC. (ANNISTON AL)
AL
01/19/2007 - 09/12/2013
STERNE AGEE FINANCIAL SERVICES, INC. (ANNISTON AL)
AL
04/23/2005 - 01/22/2007
WACHOVIA SECURITIES, LLC (ANNISTON AL)
AL
09/15/1998 - 04/23/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
NY
10/15/1998 - 04/10/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
07/28/1986 - 09/22/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
07/28/1986 - 09/22/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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