Albert Donahey
Albert Donahey is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
4707 Executive Dr, San Diego, CA, 92121-3091
Get directionsHistory
Regulatory History (4)
Financial
June 2020Financial
May 2019Financial
November 2018Employment Separation After Allegations
July 2005Other Business ActivitiesSells Insurance
Albert receives trails from Allstate for non-variable insurance since March 2021. He also uses Stark Financial Group, Inc. as a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Nationwide Securities, LLCBroker
1717 Capital Management CompanyBroker
Key Investment Services LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Edward JonesBroker
Allstate Financial Services, LLCBroker
U.S. Bancorp Investments, INC.Broker
Firstar Investment Services,inc.Broker
Conseco Securities, INC.Broker
The Huntington Investment CompanyBroker
Princor Financial Services CorporationBroker
State Registrations2 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.