Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Calvert Donahue is a financial advisor with over 50 years of experience in the financial services industry. Richard is currently registered with LPL Financial LLC, a large financial services firm with over $50 billion in assets under management. Richard has held a variety of positions in the financial services industry, including positions with KMS Financial Services, Inc., P.W. Securities, Inc., and CETERA Advisor Networks LLC. Richard holds a variety of licenses and certifications, including Series 7, Series 24, and Series 63. Richard is also a Certified Financial Planner. Richard has extensive experience providing financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, families, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
07/18/2023 - Present
LPL Financial LLC (FERNDALE WA)
WA
01/17/2017 - 06/02/2020
CETERA ADVISOR NETWORKS LLC (FERNDALE WA)
WA
01/13/1982 - 01/19/2017
LPL FINANCIAL LLC (FERNDALE WA)
NA
09/11/1980 - 03/04/1982
P.W. SECURITIES, INC.
NA
08/25/1971 - 10/02/1980
KMS FINANCIAL SERVICES, INC.
NA
09/16/1966 - 09/23/1971
FRANK RUSSELL CO., INC.
BC
Issued 01/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1966
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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