Adam McDonough, financial advisor Jacksonville FL
89 score

Adam McDonough

CRD Number: 5464029
Current Firm: Prudential Financial Planning Services

Adam McDonough (CRD# 5464029) is an Investment Advisor Representative working at Prudential Financial Planning Services in Jacksonville, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities LLC Jacksonville, FL Jan 2014 - Current 2
The Prudential Insurance Company Of America Jacksonville, FL Jan 2014 - Current 2
Metlife Securities Inc. Jacksonville, FL Jun 2008 - Jan 2014 5
The Prudential Insurance Company Of America Jacksonville, FL Dec 2007 - Jun 2008 < 1
Pruco Securities, Inc. Jacksonville, FL Dec 2007 - Jun 2008 < 1
Sysco Jacksonville, FL Feb 2006 - Dec 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
S63 Uniform Securities State Law Examination Feb 2014
Contact Info for Adam J. McDonough
Phone Number: 800-235-7637
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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