Dana Fletcher
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Johnston, SC
Credentials
CFP®, Series 66
Industry experience
8 years
About
Dana Fletcher is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, Fletcher worked at Rodan+Fields and Benefitfocus. Outside of financial advising, Fletcher co-owns a small horse sanctuary and provides one-to-one and group tutoring for CFP applicants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment solutions and operates under a fiduciary standard.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Edward Jones
Wealth management
Tax-loss harvesting
Multi-generational wealth transfer
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
Johnston, SC
Most active in
Dana F has reported serving >5 clients in these states in the last 12 months.
South Carolina · Texas
Work history
Edward Jones
2018 - Present (8 years)
Rodan+Fields
2015 - 2017 (2 years)
Benefitfocus
2010 - 2018 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Thomas H
ChFC®, Series 63, Series 65
Johnston, SC
Eagle Strategies (NY Life)
Thomas Herlong Sr. is a financial advisor with Eagle Strategies (New York Life) who holds the ChFC® designation and has 32 years of industry experience. He has been with Eagle Strategies since 2011 and has experience with The Herlong Financial Group LLC and Herlong & Doran Financial Group, LLC. Outside of his advisory work, he serves as Chairman of the Finance Committee at Harmony United Methodist Church, chairs the Planned Giving Committee at Piedmont Technical College, and is a board member of the Aiken Symphony Orchestra and Ridge Healthcare Foundation. He is also a partner in a family cattle farm. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating within a network of over 2,000 investment adviser representatives.
Joseph M
Series 63, Series 65
Monetta, SC
Morgan Stanley
Joseph Mclaughlin is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he owns and operates Sand Rooster Ranch, an agricultural business in Monetta, South Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its financial planning services.
Robert D
Series 63, Series 66
Saluda, SC
LPL Financial
Robert Davis Jr. is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2009. Outside of his advisory role, he owns a cattle ranch. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a platform that accommodates various investment strategies and product offerings.
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