Kevin Donovan is a registered investment advisor, based in Tacoma, WA, with 23 years of industry experience.
Location
1301 A Street, Suite 800, Tacoma, WA, 98402
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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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Kevin is the Director of Wealth Management at Columbia Wealth Advisors, dedicating minimal time. He also serves as an Officer-SVP/Director of Wealth Management at Umpqua Bank, taking about half of his time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2024 - Present · 2 yrs 4 mos
Raymond James Financial Services Advisors, INC
February 2024 - Present · 2 yrs 5 mos
Previous Registrations
Cetera Investment Services LLCBroker
February 2020 - October 2023 · 3 yrs 8 mos
Cetera Investment Advisers LLC
February 2020 - October 2023 · 3 yrs 8 mos
RBC Capital Markets, LLCBroker
March 2017 - April 2018 · 1 yr 1 mo
RBC Capital Markets, LLC
January 2017 - April 2018 · 1 yr 3 mos
Yellowstone Partners
December 2009 - April 2017 · 7 yrs 4 mos
Contango Capital Advisors, INC.
October 2006 - October 2009 · 3 yrs
Zions Direct, INC.
April 2006 - October 2006 · 6 mos
Zions Direct, INC.Broker
March 2006 - October 2009 · 3 yrs 7 mos
Wells Fargo Investments, LLC
May 2004 - August 2005 · 1 yr 3 mos
Wells Fargo Investments, LLCBroker
May 2004 - August 2005 · 1 yr 3 mos
Edward JonesBroker
April 2003 - March 2004 · 11 mos
Wells Fargo Investments, LLC
September 2002 - May 2003 · 8 mos
Wells Fargo Investments, LLCBroker
September 2002 - May 2003 · 8 mos
Wells Fargo Investments, LLCBroker
May 2001 - January 2002 · 8 mos
Wells Fargo Securities INC.Broker
November 2000 - May 2001 · 6 mos
Painewebber IncorporatedBroker
May 1999 - November 2000 · 1 yr 6 mos
Equity Services, INC.Broker
December 1998 - June 1999 · 6 mos
State Registrations1 state
WA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.