Terry Mcdonald is a registered investment advisor, based in Dallas, TX, with 12 years of industry experience.
Location
5956 Sherry Lane, FL 20, Dallas, TX, 75225
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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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Terry is an advisor for BrightHawk Wealth Management, a DBA/support company, since September 2023. This activity requires minimal time commitment.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2023 - Present · 2 yrs 8 mos
Raymond James Financial Services, INC.
September 2023 - Present · 2 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Comerica Securities
June 2014 - August 2023 · 9 yrs 2 mos
Comerica SecuritiesBroker
June 2014 - August 2023 · 9 yrs 2 mos
Edward Jones
April 2013 - August 2013 · 4 mos
Edward JonesBroker
January 2013 - August 2013 · 7 mos
State Registrations3 states
COTXWA
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.