Brian Macdonald
Brian Macdonald is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Galloway, NJ, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
215 E Jimmie Leeds Rd, Galloway, NJ, 08205
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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 ActivitiesSells Insurance
Brian is a bank associate at Fulton Bank and an employee of Fulton Financial Advisors, dedicating about half his time to each role, focusing on investment services. He also works as an agent for Specific Solutions selling life insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Alps Distributors, INC.Broker
Arcview Capital, LLCBroker
Pickwick Capital Partners, LLCBroker
Herald Investment Marketing, LLCBroker
Dws Distributors, INC.Broker
Pioneer Funds Distributor, INC.Broker
Hartford Funds Distributors, LLCBroker
Hartford Life Distributors, LLCBroker
State Registrations3 states
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