JM
JM

Joseph Mcdonough

11 Years of Experience
Las Vegas, NV
1 DisclosureBroker

Joseph Mcdonough is a registered investment advisor at Allstate Financial Advisors, LLC, based in Las Vegas, NV, with 11 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.

Compensation
N/A
Firm Size
336 advisors
Number of Clients
280 clients
Average Client Portfolio
$293K average
Assets Under Management
$82.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.

Loading...

Location

3665 S Fort Apache Rd Ste 105, Las Vegas, NV, 89147-3406

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
January 2017
Employment History
Current Registrations
Allstate Financial Advisors, LLC
July 2017 - Present · 8 yrs 10 mos
Allstate Financial Services, LLCBroker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2016 - February 2017 · 4 mos
Wells Fargo Clearing Services, LLCBroker
November 2013 - February 2017 · 3 yrs 3 mos
State Registrations2 states
AZNV
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.
Joseph Mcdonough - Financial Advisor | TrueAdvisor