Helen Donahue, financial advisor Atlanta GA

Helen Donahue

CRD Number: 2157189
Current Firm: Montag

Helen Donahue (CRD# 2157189) is an Investment Advisor Representative working at Montag in Atlanta, GA and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
A. Montag & Associates Atlanta, GA Nov 2020 - Current 3
Montag & Caldwell, LLC Atlanta, GA May 1997 - Oct 2020 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
Contact Info for Helen M. Donahue
Phone Number: 404-522-5774
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    2,212
    MILLIONS
  • Total Number of Accounts
    1,215
    ACCOUNTS
  • Average Account Value
    $1,820,742
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, CA, FL, GA, LA, MA, MD, NC, NY, OK, SC, TN, TX, VA

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