Donna Kay Luna-Hernandez

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → Present
  Raymond James Financial Services
  Midland, TX
• 06/2012 → Present
  Raymond James Financial Services Advisors Inc.
  Midland, TX
• 11/2017 → Present
  Foreman Financial
  Midland, TX

Previous Registrations

• 2010-05-03 → 2012-05-24
  Rbc Capital Markets, Llc
  Midland, TX
• 2008-01-01 → 2010-04-28
  Wells Fargo Clearing Services, Llc
  Midland, TX
• 2007-06-14 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Midland, TX

Other Businesses

(1)Name of Business: Foreman Financial Address: 1201 W Illinois Ave, Midland, TX, 79701-6158, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/25/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Client Service Associate duties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-13
• S63 Uniform Securities Agent State Law Examination
  2007-05-22

Other Names

• Donna Luna
• Donna Kay Hernandez
• Donna Kay Luna
• Donna Luna Hernandez
• Donna Luna-Hernandez