Robert Donovan, financial advisor Portland ME
93 score

Robert Donovan

CRD Number: 3104221
Current Firm: Wells Fargo Advisors, LLC

Robert Donovan (CRD# 3104221) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Portland, ME and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Portland, ME Mar 2010 - Current 6
Northwestern Mutual Investment Services, LLC Portland, ME Aug 2009 - Mar 2010 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 2009 - Mar 2010 < 1
Unemployed Falmouth, ME Apr 2009 - Jun 2009 < 1
Morgan Stanley & Company, Incorporated Portland, ME Jun 2007 - Mar 2009 1
American General Securities Incorporated Falmouth, ME Mar 2004 - Jun 2007 3
Aig American General Life Insurance Company Falmouth, ME Mar 2004 - May 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2006
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Robert M. Donovan
Phone Number: 314-875-3000
Registered State(s):
  • ME
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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