Kelly
Mcdonald

Securities America Advisors, Inc

CRD#4168324
Investment Advisor
in Jackson, TN

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About this Advisor

Kelly Mcdonald is a certified financial planner and chartered financial consultant based in Jackson, Tennessee who has 9 years of industry experience. Mcdonald is an advisor for Securities America Advisors, Inc. Over the course of their career, Mcdonald has held roles at Sunset Financial Services, Mcdonald Group Inc, Securities America, Inc and Securities America Advisors, Inc. Mcdonald maintains a Series 63 license, which qualifies them as a securities agent, and can work in Tennessee. Securities America Advisors, Inc is a financial advisory firm that has its headquarters in La Vista, NE. The investment advisory business has offices in 1,469 locations and a total of 3,748 advisors. It administers $38 billion in assets between its 200,228 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves five charities and foundations. Of its 200,228 customer accounts, just 5% belong to high-net-worth investors who have at least $1 million in investable assets. The business provides a number of services, including 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. Fees for financial advisory services typically vary depending on which service is provided. However, fees billed by Securities America Advisors, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

9 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

Office Location

3021 Highway 45 Byp Ste 104
Jackson, TN 38305

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

TN Average: $1,978,216,465
Total Number of Employees

3,748

TN Average: 226
Total Number of Accounts

200,228

TN Average: 7,467
Average Account Size

$190,602

TN Average: $264,928

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

Kelly Mcdonald Work History

Kelly has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Securities America, Inc

2014 - Present (10 years)

Securities America Advisors, Inc

2001 - Present (23 years)

Mcdonald Group Inc

2001 - 2014 (13 years)

Sunset Financial Services

*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 Kelly 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 Securities America Advisors, Inc

John Weekly
Omaha, NE
Wesley Brown
La Vista, NE
Andi Yao
Burlingame, CA
Derek Bohne
Midvale, UT
Donald Seaman
La Vista, NE
Seth Wilson
Fresno, CA
Richard Dutrisac
Costa Mesa, CA
Christopher Conti
Johnston, RI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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