James O'donoghue (CRD# 4991036) is an Investment Advisor Representative working at Bcg Securities, Inc. in Cherry Hill, NJ and has over 11 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 1272342
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bcg Securities, Inc. | Cherry Hill, NJ | Aug 2015 - Current | 5 |
| Pnc Investments LLC | Pittsburgh, PA | Apr 2013 - Aug 2015 | 2 |
| Pnc Bank | Philadelphia, PA | Apr 2013 - Aug 2015 | 2 |
| Bank Of America, N.a. | Pennington, NJ | Mar 2012 - Apr 2013 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington, NJ | Jan 2012 - Apr 2013 | 1 |
| Unemployed | Philadelphia, PA | Nov 2011 - Jan 2012 | < 1 |
| Ing Financial Partners, Inc. | Philadelphia, PA | Aug 2009 - Nov 2011 | 2 |
| Western Nassau County Water Authority | Floral Park, NY | Jun 2009 - Aug 2009 | < 1 |
| National Securities | Port Washington, NY | Jun 2009 - Aug 2009 | < 1 |
| St. Joseph's University | Philadelphia, PA | Aug 2005 - May 2009 | 3 |
| Village Club Of Sands Point | Port Washington, NY | May 2008 - Sep 2008 | < 1 |
| Village Club Of Sands Point | Port Washington, NY | May 2007 - Sep 2007 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2009 |
- DE
- NJ
- PA
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Total Assets Under Management567MILLIONS
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Total Number of Accounts1,890ACCOUNTS
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Average Account Value$300,056
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV, WY
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