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Thomas Mcdonald

46 Years of Experience
Apple Valley, MN
Broker

Thomas Mcdonald is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Apple Valley, MN, with 46 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Apple Valley, MN

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2013 - Present · 12 yrs 5 mos
Raymond James Financial Services, INC.Broker
February 1995 - Present · 31 yrs 3 mos
Raymond James Financial Services, INC.
February 1995 - Present · 31 yrs 3 mos
Previous Registrations
Painewebber IncorporatedBroker
October 1979 - February 1995 · 15 yrs 4 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
October 1979 - January 1980 · 3 mos
State Registrations13 states
AZCAFLKSMAMDMNNCNENJSCTXWV
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.
Thomas Mcdonald - Financial Advisor | TrueAdvisor