Robert Mcdonough
Robert Mcdonough is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Scottsdale, AZ, with 42 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ, 85258-2023
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2010Other Business ActivitiesSells Insurance
Robert is the owner of McDonough Financial, a DBA for marketing purposes. He is also an agent for Insurance Designers of Central TX and Core USA Group, both selling non-variable insurance products.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Wealth Resources, INC.
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Sunamerica Capital Services, INC.Broker
American General Funds Distributors, INC.Broker
Kemper Distributors, INC.Broker
State Street Research Investment Services, INC.Broker
Kemper Financial Services, INC.Broker
Wood Logan Associates, INC.Broker
Mfs Financial Services, INC.Broker
Massachusetts Financial Services CompanyBroker
Financial Services Marketing,inc.Broker
H. C. Copeland and Associates Equities, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.