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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ladonna? Claim Your ProfileLadonna Sue Dowdy is a financial advisor with over 18 years of experience in the industry. She has a diverse background, having worked with several firms including Raymond James Financial Services, Inc., Morgan Keegan & Company, Inc., and AmSouth Investment Services, Inc. Ladonna Sue Dowdy is currently registered with KPP Advisory Services LLC and LPL Financial LLC, both of which offer a variety of financial services. Ladonna Sue Dowdy has a strong track record of success and is committed to providing her clients with personalized financial advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
TN
07/03/2024 - Present
KPP Advisory Services LLC (Clarksville TN)
TN
12/10/2012 - 03/23/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLARKSVILLE TN)
TN
02/13/2007 - 12/10/2012
MORGAN KEEGAN & COMPANY, INC. (CLARKSVILLE TN)
TN
02/10/2005 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (CLARKSVILLE TN)
BOTH
Issued 06/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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