Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Minnix is a financial advisor with LPL Financial LLC. Donna has over 10 years of experience in the financial services industry. Donna is a registered representative with FINRA and is licensed in Virginia. Donna offers a range of services including financial planning, investment management, and retirement planning. Donna's previous experience includes working at Ameriprise Financial Services, Inc., Investment Centers of America, Inc., and Infinex Investments, Inc.
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.
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VA
06/22/2018 - Present
LPL Financial LLC (ROANOKE VA)
VA
06/16/2014 - 06/29/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Roanoke VA)
VA
01/14/2011 - 06/13/2014
INVESTMENT CENTERS OF AMERICA, INC. (ROANOKE VA)
VA
06/01/2008 - 01/14/2011
INFINEX INVESTMENTS, INC. (ROANOKE VA)
VA
03/05/2007 - 06/01/2008
BI INVESTMENTS, LLC (ROANOKE VA)
BC
Issued 05/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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