LPL Financial Welcomes Return of Advisor Richard Donahue

LPL Financial LLC announced today that financial advisor Richard “Dick” Donahue, CFP®, AIF®, has rejoined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported having served approximately $100 million in advisory, brokerage and retirement plan assets*, and joins LPL from Carson Group.

Based in Ferndale, Wash., Donahue is a seasoned financial advisor with nearly 57 years of industry experience. He started out knocking on doors selling mutual funds and term life insurance on evenings and weekends while he spent his days working in forestry for the State of Washington. In time, he founded Asset Advisors, LLC and shifted his focus to retirement planning. He is a charter member of Ed Slott’s Elite IRA Advisor Group and specializes in IRA distribution planning, Roth conversions and investment management for retirees. Donahue is joined by two office support staff members.

Donahue spent more than 35 years with the LPL family, starting before LPL Financial was formed from the merger of Linsco and Private Ledger. He said he left only because his former group shifted firms.

( This news/press release has not been altered by, apart from the headline, and has been obtained from a syndicated source:-