CD
ChFC
CD
ChFC

Carol Ann Donahue

11 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
120 advisors
Number of Clients
12,424 clients
Average Client Portfolio
$438K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

7676 Hazard Center Drive Suite 1050, San Diego, CA, 92108

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History

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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Other Business Activities

Carol acts as a Power of Attorney for her mother, Carmen Donahue, dedicating minimal time to this activity. She also provides investment advisory services through WCG Wealth Advisors, LLC, spending nearly full-time hours on these activities.

Employment History
Current Registrations
The Wealth Consulting Group
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
LPL Financial LLCBroker
July 2018 - November 2025 · 7 yrs 4 mos
Cuso Financial Services, L.P.
August 2016 - July 2018 · 1 yr 11 mos
Cuso Financial Services, L.P.Broker
August 2016 - July 2018 · 1 yr 11 mos
Independent Financial Partners
August 2015 - August 2016 · 1 yr
LPL Financial LLCBroker
April 2014 - September 2016 · 2 yrs 5 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Carol Ann Donahue - Financial Advisor | TrueAdvisor