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BM

Benjamin Mcdonald

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
206 advisors
Number of Clients
15,631 clients
Average Client Portfolio
$653K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

13801 Reese Blvd W, Suite 110, Huntersville, NC, 28078

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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 ActivitiesSells Insurance

Benjamin operates Destination Wealth Advisors as a DBA associated with Kestra, dedicating nearly full-time hours to serving clients. He is also the CEO of Destination Group LLC and the owner of Ben McDonald Holdings LLC, spending minimal time on these holding companies.

Employment History
Current Registrations
Kestra Investment Services, LLC
February 2023 - Present · 3 yrs
Kestra Private Wealth Services, LLC
February 2023 - Present · 3 yrs
Kestra Investment Services, LLCBroker
February 2023 - Present · 3 yrs
Previous Registrations
Bgw Wealth Advisors, LLC
July 2021 - February 2023 · 1 yr 7 mos
Edward Jones
October 2015 - February 2021 · 5 yrs 4 mos
Edward JonesBroker
August 2015 - February 2021 · 5 yrs 6 mos
State Registrations12 states
CAFLGAMAMNNCNJNYPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.