Individual Firm
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DONNA SUZANNE MCPHILLIPS
DONNA SUZANNE HUNTSMAN, DONNA MCPHILLIPS, DONNA SUZANNE SCHUSTER
CRD#: 5030157
IA
B
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 3500 E SILVER SPRING BLVD
OCALA, FL 34470
OCALA, FL 34470
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 3500 E SILVER SPRINGS BLVD
OCALA, FL 34470
OCALA, FL 34470
0
Disclosures
17
Years of Experience
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State Registrations
B
Florida 8/22/2022
IA
Florida 9/1/2022
SRO Registrations
B
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IA
Registered with this firm since 9/1/2022
B
Registered with this firm since 8/22/2022
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/28/2016 - 08/23/2022 | OCALA, FL | |
B | 12/03/2015 - 08/23/2022 | OCALA, FL | |
IA | 04/16/2014 - 12/02/2014 | OCALA, FL | |
B | 03/18/2013 - 12/02/2014 | OCALA, FL | |
IA | 04/15/2013 - 01/29/2014 | OCALA, FL | |
IA | 06/12/2008 - 03/31/2012 | OCALA, FL | |
B | 06/05/2008 - 03/31/2012 | MEMPHIS, TN | |
IA | 05/09/2006 - 04/29/2008 | OCALA, FL | |
B | 11/17/2005 - 04/29/2008 | OCALA, FL |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.