Terrence Donoghue
Terrence Donoghue is a registered investment advisor at Founders Financial Alliance, LLC, based in Durham, NC, with 46 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 3,918 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to 2%.
Fee Estimator
Location
4209 New Leaf Lane, Durham, NC, 27704
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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
Terrence has multiple business activities, including Opus Financial (a tax/investment entity), Founders Financial Alliance LLC (an RIA), and Founders Wealth Advisors, LLC (DBA for LPL business). He also works as a general agent for Crump, selling fixed insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Founders Financial Alliance, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
National Equities Management CO
Jefferson Pilot Securities CorporationBroker
Edward D. Jones & CO., L.P.Broker
Cohig & Associates, INC.Broker
Bob Hedges Financial Services, INC.Broker
Jw Charles Securities, INC.Broker
Oppenheimer & CO., INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Dean Witter Reynolds INC.Broker
Oppenheimer & CO., INC.Broker
Wood Gundy, IncorporatedBroker
Dean Witter Reynolds INC.Broker
Shearson Loeb Rhoades INC.Broker
Oppenheimer & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations20 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.