Thomas Mcdonald is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Sarasota, FL, with 38 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
238 S Washington Blvd, Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas holds FINET practice through TMAC STOX, LLC since 2018. He also serves as a trustee for TMAC STOX 401K, dedicating a few hours per week to this role.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Barnett Investments, INC.Broker
Newhard, Cook & CO. IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations22 states
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