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Pieter Mcdonald

13 Years of Experience
Anchorage, AK
Broker

Pieter Mcdonald is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Anchorage, AK, with 13 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

3401 Denali, Suite 103, Anchorage, AK, 99503

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History

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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Other Business Activities

Pieter is an officer of Leonard and Martens, LLC and P Wilson McDonald, LLC, both support companies for his financial services branch. He dedicates minimal time to these businesses, which handle branch records, payroll, and expense tracking.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2012 - Present · 13 yrs 8 mos
Raymond James Financial Services, INC.Broker
July 2012 - Present · 13 yrs 10 mos
State Registrations39 states
AKAZCACOCTDCFLGAHIIDILINKSKYMDMEMIMNMTNCNDNHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWY
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.
Pieter Mcdonald - Financial Advisor | TrueAdvisor