Donald Mcdonald
Donald Mcdonald is a registered investment advisor at Cetera Investment Advisers LLC, based in Rome, GA, with 31 years of industry experience. Donald 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
800 Broad St, Ste 216, Rome, GA, 30161
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Regulatory History (1)
Customer Dispute
September 2013Other Business Activities
Donald is the president/owner of McDonald Wealth Management, a DBA for investments, dedicating full-time hours to it. He also owns McDonald Management and Consulting Services, a financial and tax consulting firm, and serves as Junior Warden at St. Andrew's Anglican Church, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Triad Advisors LLCBroker
Triad Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Royal Alliance Associates, INC.Broker
State Registrations17 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.