Carl
Mcdonald
Invista Advisors
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About this Advisor
Carl Mcdonald is a financial advisor operating out of Montgomery, Alabama with 7 years of industry experience. Mcdonald is on the advisory team at Invista Advisors. Over the course of their career, they have held roles at Lpl Financial, LLC and Mcdonald Financial Services, LLC (Dba: Invista Advisors). Mcdonald holds a Series 63 license, designating them as a securities representative, and can work in Alabama and Texas. Invista Advisors is an advisory business that has its headquarters in Montgomery, AL. The firm has offices in two locations and a total of eight financial advisors. It oversees $396 million in assets across its 752 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm advises nine charitable organizations. Of its 752 accounts, 37% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules largely are based on which service is offered. However, fee types charged by Invista Advisors may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Invista Advisors Brokerage Details
$396,105,604
8
752
$526,736
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Carl Mcdonald Work History
Carl has been registered as a financial advisor for 7 years.*
Mcdonald Financial Services, LLC (Dba: Invista Advisors)
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carl Mcdonald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Invista Advisors
Auburn, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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