Thomas Mcdonald is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Sarasota, FL, with 39 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
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.
Exams
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