Michael
Donohue

Lpl Financial LLC

CRD#1719933
Investment Advisor
in San Diego, CA
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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

Series 63, Certified Financial Planner

Years of Experience

26 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1450 Frazee Rd Ste 610
San Diego, CA 92108-4340

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

CA Average: $16,012,751,954
Total Number of Employees

22,703

CA Average: 118
Total Number of Accounts

680,466

CA Average: 4,567
Average Account Size

$224,156

CA Average: $3,506,186

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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
  • Other

Michael Donohue Work History

Michael has 26 years of experience.

2012 - Present (7 years)

Db Wealth Management Group, LLC

2006 - 2011 (5 years)

Bradford Wealth Management

2004 - 2013 (9 years)

Donohue Wealth Management

1992 - Present (27 years)

Lpl Financial, LLC

Disclosures

Michael Donohue has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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