Thomas
Mcdonald
United Capital Financial Advisors
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About this Advisor
Thomas Mcdonald is a financial advisor based in Anderson, South Carolina, working with United Capital Financial Advisors. Thomas has previously held positions at The Investment Center, Inc, Ic Advisory Services, Inc, Girard Securities, United Capital Financial Advisers, LLC, Cetera Advisor Networks LLC, and Lion Street Financial. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and South Carolina. Currently, Thomas is part of United Capital Financial Advisors, which operates out of Anderson, South Carolina. The firm has 47 offices and 288 employees. The firm manages assets totaling $17.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at United Capital Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Capital Financial Advisors Brokerage Details
$17,693,379,042
288
49,991
$353,931
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Thomas Mcdonald Work History
Lion Street Financial
United Capital Financial Advisers, LLC
Cetera Advisor Networks LLC
Girard Securities
Ic Advisory Services, Inc
The Investment Center, Inc
Disclosures
Please visit the SEC profile of Thomas Mcdonald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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