Kirby Mcdonald
Kirby Mcdonald is a registered investment advisor at Cetera Investment Advisers LLC, based in Inverness, FL, with 38 years of industry experience. Kirby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
111 West Main Street, Ste 201, Inverness, FL, 34450
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2018Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Kirby subleases office space through Illuminate Financial Group, LLC, and is a board member of Mission Hills Homeowners Association. Kirby also works as an agent for Foresters Financial, providing service and sales of life insurance, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Foresters Equity Services, INC.Broker
Foresters Equity Services, INC.Broker
State Registrations40 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.