Ladonna
Dowdy
Kpp Advisory Services LLC
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About this Advisor
Ladonna Dowdy is a financial advisor based in Clarksville, Tennessee with a total of 1 year of industry experience. Dowdy currently works for Kpp Advisory Services LLC. During their career, Dowdy has held roles at Raymond James Financial Services, Raymond James Financial Services Advisors Inc and Lpl Financial LLC. Dowdy holds Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to serve investors in Alabama, Florida, Indiana, Kentucky and Tennessee. Kpp Advisory Services LLC is a firm based in Louisville, KY. It has offices in 12 locations and a total of 31 people on staff. It handles $2 billion in assets between its 2,744 client accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 2,744 accounts, 26% are associated with high-net-worth investors who have more than $1 million in investable assets. Kpp Advisory Services LLC provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees for financial advice typically vary depending on which services the firm provides the client. However, fee types charged by Kpp Advisory Services LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kpp Advisory Services LLC Brokerage Details
$1,476,243,973
31
2,744
$537,990
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Ladonna Dowdy Work History
Ladonna has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Raymond James Financial Services Advisors Inc
Raymond James Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ladonna Dowdy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kpp Advisory Services LLC
Louisville, KY
Clarksville, TN
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Somerset, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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