William
Mcdonald

Kestra Advisory Services, LLC

CRD#2976355
Investment Advisor
in Charlotte, NC
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About this Advisor

William Mcdonald is a certified financial planner working out of Charlotte, North Carolina, who has been in the advisory business for 18 years. Mcdonald is an employee of Kestra Advisory Services, LLC. During their career, Mcdonald has held roles at Hilliard Lyons, Lpl Financial, LLC, National Planning Corporation and Kestra Financial, Inc. Mcdonald has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in North Carolina and Texas. Kestra Advisory Services, LLC is a financial advisory company headquartered in Charlotte, North Carolina. It has offices in 513 locations and a total of 1,231 people on staff. It manages $20 billion in assets under management between its 75,277 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 84 charities and foundations. Of its 75,277 customer accounts, just 12% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Kestra Advisory Services, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services are provided. However, fees charged by Kestra Advisory Services, LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

15720 Brixham Hill Ave Suite 300
Charlotte, NC 28277

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

NC Average: $3,042,739,679
Total Number of Employees

1,291

NC Average: 49
Total Number of Accounts

81,360

NC Average: 2,315
Average Account Size

$267,280

NC Average: $1,314,358

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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

William Mcdonald Work History

William has 18 years of experience.

2017 - Present (2 years)

Kestra Financial, Inc

2014 - 2017 (3 years)

National Planning Corporation

2004 - 2009 (5 years)

Hilliard Lyons

2000 - 2014 (14 years)

Lpl Financial, LLC

Disclosures

William Mcdonald has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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