Excel Securities & Associates, Inc
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About this Advisor
James Mcdonald is a financial advisor who works in Delmar, New York with a total of 2 years of industry experience. Mcdonald is currently employed by Excel Securities & Associates, Inc. Mcdonald has gained experience at Community Business Schools, And Local Colleges, Excel Securities & Assoicates, Inc and Hrc Investment Services, Inc. Mcdonald holds a Series 63 license, which qualifies them as a securities agent, and is registered to operate in New York. Excel Securities & Associates, Inc is a business operating out of Rochester, NY. It has offices in three locations and a total of 24 people on staff. It oversees $344 million in total assets between its 2,721 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The advisory firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually depend on the type of services provided. Fee types billed by Excel Securities & Associates, Inc typically consist of asset-based fees.
Certifications and Registrations
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Excel Securities & Associates, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
James Mcdonald Work History
James has been registered as a financial advisor for 2 years.*
Excel Securities & Assoicates, Inc
Community Business Schools, And Local Colleges
Hrc Investment Services, Inc
*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.
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 Excel Securities & Associates,Inc
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 firstname.lastname@example.org.
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