Brian J Mcdonaugh
Investment adviser representative at Journey Financial Group, Inc.
15 yearsExperience
1 stateRegistered in
$336.5MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Osaic Wealth, Inc.Feb 2023 to now
- Journey Financial Group, Inc.Aug 2020 to now
- Royal Alliance Associates Inc.Aug 2020 to Feb 2023
- StudentAug 2011 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Journey Financial Group, Inc.
$336.5MAssets managed
330Clients
5Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7293523
- Firm CRD
- 123565