Unclaimed Profile

James L Donohue

GALLAGHER FLYNN FINANCIAL ADVISORS LLC·SOUTH BURLINGTON, Vermont

SIE, Series 7, Series 63, Series 65CFPClean record28 years registeredGALLAGHER 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 · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GALLAGHER FLYNN FINANCIAL ADVISORS LLC

HICKOK & BOARDMAN CAPITAL MANAGEMENT

Jan 2022 – May 2022

BURLINGTON, VT

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 2019 – Dec 2025

BURLINGTON, VT

DONOHUE WEALTH MANAGEMENT LLC

Jul 1998 – Jul 2020

SOUTH BURLINGTON, VT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · July 22, 1998

Years registered · 28

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GALLAGHER FLYNN FINANCIAL ADVISORS LLC

CRD 116135 · SEC 801-68719

AUM

$48M

Regulatory assets under management

Employees

108 client accounts

Services offered by GALLAGHER FLYNN FINANCIAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GALLAGHER FLYNN FINANCIAL ADVISORS LLC →

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SOUTH BURLINGTON?

Browse all registered financial advisors in SOUTH BURLINGTON, Vermont or claim this profile if it's yours.

Browse SOUTH BURLINGTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James L Donohue offer?

James L Donohue specializes in Financial Planning, Investment Management.

What are James L Donohue's credentials?

James L Donohue holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James L Donohue located?

James L Donohue is based in SOUTH BURLINGTON, Vermont, last registered with GALLAGHER FLYNN FINANCIAL ADVISORS LLC.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →