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  2. San Antonio, TX
Donnas Landry, financial advisor San Antonio TX

Donnas Landry

CRD Number: 5398740
Current Firm: Next Financial Group, Inc.

Donnas Landry (CRD# 5398740) is an Investment Advisor Representative working at Next Financial Group, Inc. in San Antonio, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group Metairie, LA Apr 2018 - Current 5
Cetera Investment Advisers LLC Kenner, LA Jan 2014 - Apr 2018 4
Cetera Investment Services LLC St.cloud, MN Apr 2013 - Apr 2018 5
Regions Bank Metairie, LA Mar 2013 - Apr 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Donnas E. Landry
By the Numbers
  • Total Assets Under Management
    2,919
    MILLIONS
  • Total Number of Accounts
    16,162
    ACCOUNTS
  • Average Account Value
    $180,612
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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