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Donna Lee Daniel

Folger Nolan Fleming Douglas Inc.

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About Donna Lee Daniel

Donna Lee Daniel is a registered investment advisor representative with Folger Nolan Fleming Douglas Inc. Donna Daniel has been in the securities industry since December 1987. Donna Daniel is registered with FINRA and the state of District of Columbia and is also registered with the state of Maryland and Virginia as an investment advisor representative. Donna Daniel has passed the Series 63, Series 65, Series 7, and SIE exams. Donna Daniel has experience with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Donna Daniel specializes in portfolio management for individuals and businesses.

Firm Information

Donna Daniel is currently registered with Folger Nolan Fleming Douglas Inc.. Folger Nolan Fleming Douglas Inc. is a corporation registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Formed in 1931, the firm provides portfolio management services for individuals, businesses, and investment clubs. They also recommend wrap fee management programs from other registered investment advisors. With over 100 employees, the firm manages over $1 billion in assets for over 697 clients.
Folger Nolan Fleming Douglas Inc.

725 15TH STREET NW

WASHINGTON, DC 20005-2109

$1.02B

Assets Under Management

700

Total Clients

34

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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recommend wrap fee management programs of other registered investment advisers

Recommend wrap fee management programs of other registered investment advisers

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donna Daniel’s Registration & Firm History

DC

09/05/2017 - Present

Folger Nolan Fleming Douglas Inc. (WASHINGTON DC)

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Licenses & Designations

IA

Issued 07/19/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Donna Lee Daniel.
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