Lpl Financial LLC
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About this Advisor
Michael Donohue is a certified financial planner located in San Diego, California. Currently a registered advisor with Lpl Financial LLC, they have gathered a notable 26 years of experience in the financial advisory industry. Donohue has a Series 63 license, designating the advisor as a securities broker. Donohue is able to act as an advisor based out of Oregon. Donohue has gained experience at Lpl Financial, LLC, Donohue Wealth Management, Bradford Wealth Management and Db Wealth Management Group, LLC. Lpl Financial LLC is based out of San Diego, California, and operates out of 8,011 offices in the country. In aggregate, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 client accounts and employs more than 22,703 people. The firm's total assets under management places it among the biggest firms in the nation. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Lpl Financial LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Donohue Work History
Michael has 26 years of experience.
Db Wealth Management Group, LLC
Lpl Financial, LLC
Bradford Wealth Management
Donohue Wealth Management
Michael Donohue has no disclosures.
Please visit their SEC profile for more details.