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||2|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.