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Donovan Koah

27 Years of Experience
Pasadena, CA
1 DisclosureBroker

Donovan Koah is a registered investment advisor at Wells Fargo Advisors, based in Pasadena, CA, with 27 years of industry experience. Donovan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

225 S. Lake Ave, Ste 700, Pasadena, CA, 91101

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History

Regulatory History (1)
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Customer Dispute
June 2015
Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
May 2020 - Present · 6 yrs 5 mos
Wells Fargo Advisors
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - May 2020 · 10 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - May 2020 · 10 yrs 7 mos
Banc of America Investment Services, INC.
February 2004 - October 2009 · 5 yrs 8 mos
Banc of America Investment Services, INC.Broker
August 2000 - October 2009 · 9 yrs 2 mos
Ba Investment Services, INC.Broker
August 1998 - June 1999 · 10 mos
State Registrations6 states
CADCGAHIORWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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