Richard Donahue
Richard Donahue is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ferndale, WA, with 59 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
5060 Pacific Hwy, Ste 101, Ferndale, WA, 98248
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2004Regulatory
October 1980Other Business ActivitiesSells Insurance
Richard operates his LPL business through Asset Advisors LLC since 1996. He also engages in insurance activities, dedicating a few hours per week, and owns F & D 5060 LLC, a real estate rental business, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Cwm, LLC
LPL Financial LLC
Asset Advisors, LLC
LPL Financial LLCBroker
P.W. Securities, INC.Broker
Kms Financial Services, INC.Broker
Frank Russell CO., INC.Broker
State Registrations6 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.