William Macdonald is a CFP-designated registered investment advisor, based in Punta Gorda, FL, with 24 years of industry experience.
Location
42881 Lake Babcock Dr, Punta Gorda, FL, 33982
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is involved in various activities, including serving as a trustee for multiple trusts, owning a tax preparation and accounting business, and acting as a financial advisor/consultant for real estate holding companies. He also serves as treasurer for the Japan-America Society of NH and is a registered representative with Portsmouth Wealth Management.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations16 states
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