Scott Mcdonald
Scott Mcdonald is a registered investment advisor at MML Investors Services, LLC, based in Weaverville, NC, with 17 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Weaverville, NC
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Regulatory History (1)
Regulatory
March 2024Other Business ActivitiesSells Insurance
Scott is involved in several outside business activities. He is in sales, ownership, and an agent for Innovative Financial Planning, LLC, manages Concept Properties, LLC, and works as an optometrist at Elevate Eye Care and Optometric Eye Care Center.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Southeast Investments, N.c., INC.
Southeast Investments, N.c., INC.Broker
State Registrations4 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.
Exams
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