Judith
Mcdonald

Cetera Investment Advisers LLC

CRD#4917748
Investment Advisor
in Damariscotta, ME

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About this Advisor

Judith Mcdonald is an advisor located in Damariscotta, Maine. Currently a registered financial advisor with Cetera Investment Advisers LLC, they have gathered 10 years of professional experience as a financial advisor. Mcdonald holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Mcdonald can work with investors based out of Maine. Throughout their career, Mcdonald has worked at Cetera Investment Services, Cetera Investment Advisers LLC and First National Bank. Cetera Investment Advisers LLC is located in Damariscotta, Maine, and has 1,614 other locations in the United States. As a company, Cetera Investment Advisers LLC manages $16 billion in assets throughout 78,591 accounts and employs more than 2,358 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 70,273 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 19% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Cetera Investment Advisers LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

223 Main St
Damariscotta, ME 04543

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$15,868,306,581

ME Average: $6,674,516,078
Total Number of Employees

2,358

ME Average: 44
Total Number of Accounts

78,591

ME Average: 2,564
Average Account Size

$201,910

ME Average: $2,603,165

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Judith Mcdonald Work History

Judith has 10 years of experience.

2018 - Present (3 years)

First National Bank

2014 - Present (7 years)

Cetera Investment Advisers LLC

2010 - Present (11 years)

Cetera Investment Services

Disclosures

Judith Mcdonald has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Investment Advisers LLC

John Rollins
Columbus, MS
Jason Mincer
Fairport, NY
David Kluksdal
Garden City, ID
Nicholas Agostino
Boca Raton, FL
Jonathan Ferro
Jacksonville, FL
Jeremy Bader
Kaneohe, HI
Judith Mcdonald
Damariscotta, ME
Vanessa Sopke
Mooresville, IN

This content was compiled from the SEC and FINRA.

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