Unclaimed Profile

Donna J Fain

ASSET PLANNING CORPORATION·KNOXVILLE, Tennessee

Clean recordASSET PLANNING CORPORATION

234 S. PETERS RD., KNOXVILLE, TN 37923CRD# 1496506Firm CRD# 7890

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donna J Fain · KNOXVILLE, TN

Registration

CRD #1496506 · ASSET PLANNING CORPORATION

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Donna J Fain is a registered financial advisor based in KNOXVILLE, Tennessee, affiliated with ASSET PLANNING CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Donna

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Donna is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

ASSET PLANNING CORPORATION

AUM

$372M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ASSET PLANNING CORPORATION →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1496506

Firm CRD# 7890

View on FINRA BrokerCheck →

Looking for a financial advisor in KNOXVILLE?

Browse all registered financial advisors in KNOXVILLE, Tennessee or claim this profile if it's yours.

Browse KNOXVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Donna J Fain offer?

Donna J Fain specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KNOXVILLE, Tennessee for a consultation.

What are Donna J Fain's credentials?

Donna J Fain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donna J Fain located?

Donna J Fain is based in KNOXVILLE, Tennessee, working with ASSET PLANNING CORPORATION. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.

How does Donna J Fain charge for services?

Donna J Fain's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSET PLANNING CORPORATION?

ASSET PLANNING CORPORATION has approximately 8 employees and manages $372M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →