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Donald Jordan Donahue

1ST WORLDWIDE ADVISORS, LLC.·CUMMING, Georgia
Unclaimed Profile
6030 BETHELVIEW ROAD, CUMMING, GA 30040CRD# 1728761Firm CRD# 133225
01

About

Donald Jordan Donahue is a registered financial advisor based in CUMMING, Georgia, affiliated with 1ST WORLDWIDE ADVISORS, LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
1ST WORLDWIDE ADVISORS, LLC.
1ST WORLDWIDE ADVISORS, LLC.
AUM
$29M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at 1ST WORLDWIDE ADVISORS, LLC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1728761
Firm CRD# 133225
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donald Jordan Donahue offer?
Donald Jordan Donahue specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CUMMING, Georgia for a consultation.
What are Donald Jordan Donahue's credentials?
Donald Jordan Donahue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Jordan Donahue located?
Donald Jordan Donahue is based in CUMMING, Georgia, working with 1ST WORLDWIDE ADVISORS, LLC.. Their office serves clients in the CUMMING metropolitan area and surrounding communities.
How does Donald Jordan Donahue charge for services?
Donald Jordan Donahue's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 1ST WORLDWIDE ADVISORS, LLC.?
1ST WORLDWIDE ADVISORS, LLC. has approximately 5 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CUMMING
John Francis Mahoney — 1ST WORLDWIDE ADVISORS, LLC.William Louis Reinhard — 1ST WORLDWIDE ADVISORS, LLC.Patrick Sturmer Paxton — INVESTMENT PLANNING ADVISORSWendy K Paxton — INVESTMENT PLANNING ADVISORSDavid Lytal Fountain — FINANCIAL CONSULTANTS GROUP INC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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