Richard Donohoe, financial advisor Eagle River WI
93 score

Richard Donohoe

CRD Number: 5631160
Current Firm: Edward Jones

Richard Donohoe (CRD# 5631160) is an Investment Advisor Representative working at Edward Jones in Eagle River, WI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Jan 2009 - Current 7
Discover Financial Services Riverwoods, IL Feb 1997 - Jan 2009 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Richard P. Donohoe
Phone Number: 314-515-2000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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