John
Donaghy
Founders Financial Securities LLC
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About this Advisor
John Donaghy is a financial advisor based out of Cockeysville, Maryland with 2 years of industry experience. Donaghy works at Founders Financial Securities LLC. Their career trajectory has included roles at Founders Financial Securities, LLC, Maller Wealth Advisors, Lincoln Financial Advisors Corporation and Pnc Investments. Donaghy has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Maryland and Texas. Founders Financial Securities LLC is a company based out of Towson, MD. The firm has offices in 63 locations and a total of 138 people on staff. It controls $2 billion in assets under management among its 16,137 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 25 charitable organizations. Of its 16,137 client accounts, just 9% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice usually are based on which service is offered. However, fee types billed by Founders Financial Securities LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Founders Financial Securities LLC Brokerage Details
$2,272,682,543
138
16,137
$140,837
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
John Donaghy Work History
John has been registered as a financial advisor for 2 years.*
Founders Financial Securities, LLC
Maller Wealth Advisors
Lincoln Financial Advisors Corporation
Pnc Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Donaghy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Founders Financial Securities, LLC
Newark, DE
Towson, MD
Anderson, IN
Martinsburg, WV
Finksburg, MD
Delaware, OK
Brighton, MI
Brighton, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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