Unclaimed
Christopher Harmon Donahugh is an investment advisor representative for Axxcess Wealth Management, LLC. Christopher Harmon Donahugh has been in the industry since 1997. Christopher Harmon Donahugh is also registered as an investment advisor representative in California. Christopher Harmon Donahugh has experience working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Christopher Harmon Donahugh also works with other investment advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
11/04/2022 - Present
Axxcess Wealth Management, LLC (Laguna Niguel CA)
CA
01/08/2009 - 07/29/2009
J.P. TURNER & COMPANY, L.L.C. (INDIAN WELLS CA)
NV
02/07/2005 - 01/02/2009
FINANCIAL WEST GROUP (RENO NV)
OH
03/05/2003 - 12/31/2004
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
OH
12/04/2002 - 02/28/2003
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NV
03/15/2002 - 12/02/2002
FINANCIAL WEST GROUP (RENO NV)
IN
04/03/2001 - 03/21/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
OH
06/15/1999 - 04/11/2001
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IN
10/19/1998 - 05/13/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
01/14/1997 - 12/02/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 08/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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