MD
CFP · ChFC
MD
CFP · ChFC

Mark Forrest Donahue

33 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,334 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$50K
Minimum Annual Fee:$1,000
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Location

26041 Acero, Mission Viejo, CA, 92691

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark is an appointed agent of various insurance companies, holding a California insurance license for life, health, and variable products. He also owns 10% of FMN Centerpoint LLC, which owns commercial real estate.

Employment History
Current Registrations
Financial Management Network INC
December 1997 - Present · 28 yrs 2 mos
Fmn Capital CorporationBroker
July 1997 - Present · 28 yrs 7 mos
Previous Registrations
Mimlic Sales CorporationBroker
January 1994 - July 1997 · 3 yrs 6 mos
Neil Lubarsky and CO., INC.Broker
October 1988 - January 1990 · 1 yr 3 mos
Whale SecuritiesBroker
October 1987 - February 1988 · 4 mos
State Registrations9 states
AZCAIDMANCNVOHVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.