![Matthew Donaghue, financial advisor San Antonio TX](/img/ws/profile-blank-sq.png)
Matthew Donaghue (CRD# 4162725) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in San Antonio, TX and has over 18 years of experience in the finance industry. Matthew Donaghue has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
![George Fisher, financial advisor San Antonio TX](/img/ws/profile-blank-sq.png)
CRD# 3266677
Boynton Financial LLC
![Bryan Abbott, financial advisor San Antonio TX](/img/ws/profile-blank-sq.png)
CRD# 2511275
S.b. Value Partners, LP
![Jocelyn Abernathy, financial advisor San Antonio TX](/img/ws/profile-blank-sq.png)
CRD# 4422977
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Kestra Investment Services, LLC | San Antonio, TX | Jan 2023 - Current | 1 |
Kestra Advisory Services, LLC | San Antonio, TX | Jan 2023 - Current | 1 |
Cetera Investment Advisers LLC | San Antonio, TX | Jun 2019 - Jan 2023 | 3 |
Cetera Investment Services LLC | St. Cloud, MN | Jun 2019 - Jan 2023 | 3 |
Foresters Financial Services, Inc. | San Antonio, TX | May 2019 - Jun 2019 | < 1 |
Foresters Advisory Services | San Antonio, TX | May 2019 - Jun 2019 | < 1 |
Fraternal Field Manager Association | St. Paul, MN | Jun 2018 - Jun 2019 | 1 |
Foresters Financial Services | New York, NY | Aug 2015 - May 2019 | 3 |
Foresters Advisory Services | New York, NY | Aug 2015 - May 2019 | 3 |
Pruco Securities, LLC | San Antonio, TX | Sep 2014 - Aug 2015 | < 1 |
The Prudential Insurance Company Of America | San Antonio, TX | Sep 2014 - Aug 2015 | < 1 |
First Investors Advisory Services LLC | Edison, NJ | Jan 2014 - Sep 2014 | < 1 |
First Investors Corporation | Edison, NJ | Oct 2012 - Sep 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2005 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- TX
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
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