Reagan Macdonald is a registered investment advisor, based in Fort Worth, TX, with 2 years of industry experience.
Location
300 Throckmorton St, Suite 1450, Fort Worth, TX, 76102
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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.
Learn about disclosures →Other Business Activities
Reagan owns real estate properties and buys/sells them (flips) since January 2024. This activity takes about 10-20% of Reagan's time and is not investment-related.
Employment History
Current Registrations
Captrust
July 2024 - Present · 1 yr 10 mos
Capfinancial Securities, LLC.Broker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Startengine Primary LLCBroker
April 2024 - June 2024 · 2 mos
Charles Schwab & CO., INC.Broker
January 2024 - April 2024 · 3 mos
Charles Schwab & CO., INC.
January 2024 - April 2024 · 3 mos
State Registrations1 state
TX
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.