Carole DonohooCRD Number: 1044525
Current Firm: Regal Investment Advisors LLC
Carole Donohoo (CRD# 1044525) is an Investment Advisor Representative working at Regal Investment Advisors LLC in West Palm Beach, FL and has over 17 years of experience in the finance industry.
Castle Wealth Management
Indian River Financial Group, Inc.
Castle Wealth Management
|Regulus Advisors||West Palm Beach, FL||Jan 2014 - Current||3|
|Regal Investment Advisors, LLC||Kentwood, MI||Aug 2013 - Current||3|
|American Portfolios Financial Services, Inc.||Holbrook, NY||Aug 2013 - Dec 2013||< 1|
|Lincoln Financial Securities Corporation||West Palm Beach, FL||Jul 2008 - Aug 2013||5|
|Jefferson Pilot Securities||North Palm Beach, FL||Aug 2006 - Jul 2008||1|
|Prime Capital Services, Inc.||Palm Beach Gardens, FL||Sep 2005 - Aug 2006||< 1|
|Asset & Financial Planning, Ltd||Palm Beach Gardens, FL||Sep 2005 - Aug 2006||< 1|
|Comprehensive Capital Management, Inc.||Singer Island, FL||Feb 2003 - Aug 2006||3|
|Comprehensive Asset Management & Servicing, Inc.||Parsippany, NJ||Apr 2000 - Aug 2006||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
Total Assets Under Management897MILLIONS
Total Number of Accounts8,517ACCOUNTS
Average Account Value$105,305
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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