Madison Donovan (CRD# 7705688) is an Investment Advisor Representative working at Mutual Advisors, LLC in Campbell, CA and has 1 year of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elite Tutoring | San Jose, CA | Jan 2023 - Current | 1 |
| Flower Flour | Campbell, CA | Oct 2022 - Current | 1 |
| Mutual Advisors, Llc Dba Context Wealth | San Jose, CA | Jul 2022 - Current | 1 |
| Marine Coast Financial | Campbell, CA | May 2022 - Jul 2022 | < 1 |
| Stagg Fiduciary Services, LLC | Salt Lake City, UT | Jul 2019 - May 2022 | 2 |
| N/a | Syracuse, UT | May 2019 - Jul 2019 | < 1 |
| The Gardner School | Lincolnshire, IL | Dec 2018 - May 2019 | < 1 |
| N/a | Deerfield, IL | Dec 2016 - Dec 2018 | 2 |
| The Jumping Tree | Oakland, CA | Aug 2016 - Dec 2016 | < 1 |
| Little Leaps And Bounds | San Francisco, CA | May 2016 - Aug 2016 | < 1 |
| Mars Hill Coffeehouse | Hollister, CA | Aug 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management6,947MILLIONS
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Total Number of Accounts20,381ACCOUNTS
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Average Account Value$340,863
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