Kevin Donahue
Kevin Donahue is a registered investment advisor at Independent Financial Partners, based in Tampa, FL, with 15 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
3030 N. Rocky Pt. Dr. W., Suite 700, Tampa, FL, 33607
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin operates under the DBA Risen Son Financial, offering fixed life, indexed annuities, health, disability, and LTC insurance, dedicating a few hours per week. He is also an agent for Divergent Advisors, selling fixed insurance, spending minimal time on this activity.
Employment History
Current Registrations
Independent Financial Partners
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Transamerica Retirement Advisors, INC.
Transamerica Investors Securities CorporationBroker
State Registrations1 state
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.