James
Mcdonald
Ashton Thomas Securities, LLC
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About this Advisor
James Mcdonald is a financial advisor based in Delmar, New York, working with Ashton Thomas Securities, LLC. James has previously held positions at Community Business Schools, And Local Colleges, Excel Securities & Associates, Inc, and Hrc Investment Services, Inc. James has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, James is part of Ashton Thomas Securities, LLC, which operates out of Delmar, New York. The firm has 6 offices and 24 employees. The firm manages assets totaling $409.1 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Ashton Thomas Securities, LLC includes asset-based fees.
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Ashton Thomas Securities, LLC Brokerage Details
$409,080,530
24
1,799
$227,393
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
James Mcdonald Work History
Excel Securities & Assoicates, Inc
Community Business Schools, And Local Colleges
Hrc Investment Services, Inc
Disclosures
Please visit the SEC profile of James 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 Ashton Thomas Securities, LLC
New York, NY
Endicott, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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