Macdonald Etugbo
Macdonald Etugbo is a CFP, ChFC-designated registered investment advisor at USAA Investment Services Company, based in Helotes, TX, with 27 years of industry experience. Macdonald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Insurance Planning, Retirement Planning. Their firm serves 2,635 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Helotes, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Macdonald is a co-owner and landlord of rental property since 2020, but performs no formal duties. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
USAA Investment Services Company
USAA Investment Services Company
USAA Investment Services CompanyBroker
Previous Registrations
USAA Investment Services CompanyBroker
USAA Investment Services Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
USAA Investment Management Company
USAA Investment Management CompanyBroker
State Registrations1 state
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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