Kestra Advisory Services, LLC
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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
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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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.
Kestra Financial, Inc
National Planning Corporation
Lpl Financial, LLC
William Mcdonald has no disclosures.
Please visit their SEC profile for more details.