Vanessa A. Donaville
Professional summary
Vanessa A Donaville, who also goes by Vanessa Ann Donaville, Vannessa Ann Donaville, Vannessa Ann Hall, is a registered financial advisor currently at IN TOUCH FINANCIAL SERVICES located in Oakland, California.
Vanessa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Vanessa has worked at 4 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Vanessa A Donaville's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 25, 2016 - Present
IN TOUCH FINANCIAL SERVICES
Office #1: 6465 San Pablo Ave. 1-1, Oakland, CA 94608February 1, 2011 - December 31, 2015
IN TOUCH FINANCIAL SERVICES
April 29, 2010 - December 31, 2010
IN TOUCH FINANCIAL SERVICES
December 31, 1997 - July 21, 2010
LPL FINANCIAL LLC
August 4, 1995 - July 21, 2010
LPL FINANCIAL LLC
March 10, 1993 - August 8, 1995
MARKETING ONE SECURITIES, INC.
October 13, 1992 - January 4, 1993
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/25/2016)
(6/28/2024)
(3/14/2024)
Exams
Current Firm
IN TOUCH FINANCIAL SERVICES
CRD#: 153249 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 286 |
| AUM (Assets Under Management) | $ 80,700,000 |
Red Flags
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Company Information
IN TOUCH FINANCIAL SERVICES
CRD#: 153249Oakland, CA 94608TRUST BUT VERIFY
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