Unclaimed Profile

James L Donohue

GALLAGHER FLYNN FINANCIAL ADVISORS LLC·SOUTH BURLINGTON, Vermont

Clean recordGALLAGHER FLYNN FINANCIAL ADVISORS LLC

55 COMMUNITY DRIVE, SOUTH BURLINGTON, VT 05403-6830CRD# 3059069Firm CRD# 116135

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James L Donohue · SOUTH BURLINGTON, VT

Registration

CRD #3059069 · GALLAGHER FLYNN FINANCIAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James L Donohue is a registered financial advisor based in SOUTH BURLINGTON, Vermont, affiliated with GALLAGHER FLYNN FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GALLAGHER FLYNN FINANCIAL ADVISORS LLC

AUM

$48M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GALLAGHER FLYNN FINANCIAL ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Other: SOLICITOR/REFERRAL FEES

Regulatory

SEC/IARD CRD# 3059069

Firm CRD# 116135

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James L Donohue offer?

James L Donohue specializes in Financial Planning, Investment Management. Contact their office in SOUTH BURLINGTON, Vermont for a consultation.

What are James L Donohue's credentials?

James L Donohue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James L Donohue located?

James L Donohue is based in SOUTH BURLINGTON, Vermont, working with GALLAGHER FLYNN FINANCIAL ADVISORS LLC. Their office serves clients in the SOUTH BURLINGTON metropolitan area and surrounding communities.

How does James L Donohue charge for services?

James L Donohue's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GALLAGHER FLYNN FINANCIAL ADVISORS LLC?

GALLAGHER FLYNN FINANCIAL ADVISORS LLC has approximately 1 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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