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MD

Michael B. Donahue

DONAHUE FINANCIAL GROUP
San Diego, CA
Some features on this profile are disabled
CRD#: 2432697
MD

Professional summary

Michael Brian Donahue is a registered financial advisor currently at DONAHUE FINANCIAL GROUP located in San Diego, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Michael has worked at 8 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Brian Donahue's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 3, 2019 - Present

DONAHUE FINANCIAL GROUP

RIA
CRD#: 299715
San Diego, CA
Past

January 9, 2015 - December 5, 2016

AUSDAL FINANCIAL PARTNERS, INC.

BD
CRD#: 7995
SAN DIEGO, CA
Past

January 6, 2015 - June 6, 2019

PROBABILITIES FUND MANAGEMENT, LLC

RIA
CRD#: 144313
SAN DIEGO, CA
Past

January 7, 2009 - December 31, 2014

WEDBUSH SECURITIES INC.

RIA
CRD#: 877
LA JOLLA, CA
Past

January 7, 2009 - December 31, 2014

WEDBUSH SECURITIES INC.

BD
CRD#: 877
LA JOLLA, CA
Past

February 23, 2007 - December 31, 2008

FIRST WALL STREET CORP.

RIA
CRD#: 13024
LA JOLLA, CA
Past

February 23, 2007 - December 31, 2008

FIRST WALL STREET CORP.

BD
CRD#: 13024
LA JOLLA, CA
Past

July 31, 2001 - February 27, 2007

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
SAN DIEGO, CA
Past

July 11, 2001 - February 27, 2007

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN DIEGO, CA
Past

January 20, 2000 - July 11, 2001

WELLS FARGO SECURITIES, LLC

BD
CRD#: 7665
SAN FRANCISCO, CA
Past

January 24, 1994 - January 20, 2000

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/14/2019)
IAR
Texas
(1/3/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/28/2010
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/5/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/4/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/5/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/21/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 8/25/1997
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

DF
DONAHUE FINANCIAL GROUP
DFG INC. | DONAHUE FINANCIAL GROUP

CRD#: 299715 / SEC#:

California
Registered Investment Advisory firm - (1/14/2019 Approved)
Texas
Registered Investment Advisory firm - (1/3/2019 Conditional Restricted)
Washington
Registered Investment Advisory firm - (11/28/2022 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
San Diego, CA
Mailing Address
Phone number
(760) 855-1705
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts53
AUM (Assets Under Management)$ 81,159,900

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DONAHUE FINANCIAL GROUP

CRD#: 299715San Diego, CA

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