Matthew Donohue (CRD# 6602240) is an Investment Advisor Representative working at Colton Groome Financial Advisors, LLC in Asheville, NC and has over 8 years of experience in the finance industry. Matthew Donohue has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Colton Groome Financial Advisors, LLC | Asheville, NC | Nov 2018 - Current | 5 |
| Valmark Securities, Inc. | Akron, OH | Nov 2018 - Current | 5 |
| Raymond James Financial Services Advisors Inc. | Asheville, NC | Apr 2016 - Nov 2018 | 2 |
| Raymond James Financial Services, Inc. | Asheville, NC | Jan 2016 - Nov 2018 | 2 |
| Webb Investment Services, Inc. | Asheville, NC | Jan 2016 - Nov 2018 | 2 |
| Unemployed | Phoenix, AZ | Dec 2014 - Jan 2016 | 1 |
| Price Waterhouse Coopers | Phoenix, AZ | Sep 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- NC
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Total Assets Under Management351MILLIONS
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Total Number of Accounts843ACCOUNTS
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Average Account Value$416,190
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
FL, GA, NC, SC
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