James Donahue
James Donahue is a registered investment advisor at Ameriprise Financial Services, LLC, based in Hurst, TX, with 28 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
1401 Precinct Line Rd, Hurst, TX, 76053
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1995Other Business Activities
James owns a business and serves on the board of directors for Donahue. Both activities require minimal time and are not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Mercer Allied Company, L.P.Broker
Goldman Sachs & CO. LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Goldman Sachs Personal Financial Management
Girard Securities, INC.
Girard Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
U.S. Investments, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.