Benjamin Mcdonald is a registered investment advisor, based in Huntersville, NC, with 10 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
13801 Reese Blvd W, Suite 110, Huntersville, NC, 28078
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Regulatory History
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.
Learn about disclosures →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
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Bgw Wealth Advisors, LLC
Edward Jones
Edward JonesBroker
State Registrations12 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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