Invested Better
Unclaimed

Unclaimed

Unclaimed

John Michael Donaghy

Founders Financial Securities LLC

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

About John Michael Donaghy

John Michael Donaghy is a financial advisor with Founders Financial Securities LLC. John has been in the industry since 2006 and is licensed in several states. John works with individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations. John's previous experience includes roles with Lincoln Financial Advisors Corporation, PNC Investments, and Legg Mason Wood Walker, Incorporated. John has a strong background in financial planning, portfolio management, and pension consulting.

Firm Information

John Donaghy is currently registered with Founders Financial Securities LLC. Founders Financial Securities LLC is an independent financial services firm with over 90 financial advisors serving clients in all 50 states. They offer a range of financial services, including financial planning, portfolio management, and pension consulting. They serve a variety of clients including high-net-worth individuals, corporations, and pension plans. The firm has approximately $3 billion in assets under management.
Founders Financial Securities LLC

1026 CROMWELL BRIDGE ROAD

TOWSON, MD 21286

$2.91B

Assets Under Management

93

Total Clients

109

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

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

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.

John Donaghy’s Registration & Firm History

MD

06/16/2022 - Present

Founders Financial Securities LLC (Hunt Valley MD)

MD

11/01/2013 - 02/05/2021

LINCOLN FINANCIAL ADVISORS CORPORATION (HUNT VALLEY MD)

MD

04/10/2012 - 11/04/2013

PNC INVESTMENTS (BERLIN MD)

MD

09/09/2008 - 03/26/2012

LINCOLN FINANCIAL ADVISORS CORPORATION (HUNT VALLEY MD)

MD

11/16/2000 - 11/07/2002

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

Not sure if John Michael Donaghy is right for you?

Licenses & Designations

BOTH

Issued 01/31/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Michael Donaghy.
Not sure if John Michael Donaghy is right for you?