Ross Mcdonald is a registered investment advisor, based in Manhattan, KS, with 17 years of industry experience.
Location
555 Poyntz Avenue, Suite 280, Manhattan, KS, 66502
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Regulatory History
Clean regulatory record
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.
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Ross works as a financial advisor for Beyond Wealth Advisors, dedicating about half of his time to this role. He is also the owner and CEO of Ross McDonald LLC, but spends minimal time on this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2021 - Present · 5 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Waddell & Reed
September 2008 - April 2021 · 12 yrs 7 mos
Waddell & ReedBroker
August 2008 - April 2021 · 12 yrs 8 mos
State Registrations16 states
ARAZCACOIAILKSMONEOKPASCSDTXWAWY
AdvisorBrokerBoth
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
No exam information available for this advisor.