Michael McDonough
CRD Number: 1256864Current Firm: Wedbush Securities Inc.
Compensation Model: Both
Michael McDonough (CRD# 1256864) is an Investment Advisor Representative working at Wedbush Securities Inc. in Roseville, CA and has over 33 years of experience in the finance industry. I have worked with my partner Jim Hennessy for over 20 years. We each contribute our own unique talents to the solutions we offer our valued clients. After 3 decades in "the Business" our focus is on the individual, the family, or the corporate entity that we serve and advise. Jim and I work with our client's other professional contacts- attorney, CPA, and banker to craft a durable solution that eschews Wall Street's and the media's breathless yammering that accomplishes nothing.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Wedbush Morgan Securities | Roseville, CA | Mar 2007 - Current | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1984 |
S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management4,502MILLIONS
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Total Number of Accounts9,055ACCOUNTS
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Average Account Value$497,178
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
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, WY
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