linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bradd Allen Donovan

Catalina Capital Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bradd? Claim Your Profile

About Bradd Allen Donovan

Bradd Donovan is a financial advisor with Catalina Capital Group, LLC in Torrance, California. Bradd has been a registered representative in the securities industry since 2007 and has experience working with individuals, families, and businesses to develop personalized financial plans. Bradd is committed to providing his clients with the highest level of service and helping them reach their financial goals. Bradd also has experience with pension consulting and portfolio management for both individuals and businesses.

Firm Information

Bradd Donovan is currently registered with Catalina Capital Group, LLC. Catalina Capital Group, LLC is an investment advisor headquartered in Torrance, CA. They offer financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pension/profit sharing plans. The firm manages approximately $629.59 million in regulatory assets.
Catalina Capital Group, LLC

2601 AIRPORT DRIVE

TORRANCE, CA 90505

$629.59M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bradd Donovan’s Registration & Firm History

CA

09/11/2017 - Present

Catalina Capital Group, LLC (TORRANCE CA)

MN

12/06/2013 - 09/08/2017

SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)

CA

05/09/2007 - 11/08/2013

PRINCOR FINANCIAL SERVICES CORPORATION (IRVINE CA)

Not sure if Bradd Allen Donovan is right for you?

Licenses & Designations

BOTH

Issued 02/20/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/08/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradd Allen Donovan.
Not sure if Bradd Allen Donovan is right for you?