Timothy
Mcdonald

Charles Schwab & Co., Inc

CRD#2326332
Investment Advisor
in Dallas, TX
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About this Advisor

Timothy Mcdonald is a certified financial planner based out of Dallas, Texas, with a total of 14 years of work experience. Mcdonald is an employee of Charles Schwab & Co., Inc. Their career trajectory has included roles at Charles Schwab Bank, Capital Investment Counsel, Inc and Charles Schwab & Co., Inc. Mcdonald has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Charles Schwab & Co., Inc is a registered investment company headquartered in Dallas, Texas. The investment advisory business has offices in 370 locations and a total of 14,879 financial advisors. The firm provides a few services, including financial planning services, selection of other advisers and other services. Fees for financial advisory services largely depend on which services the firm provides the client. However, fees billed by Charles Schwab & Co., Inc may include any combination of hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

8401 N Central Expwy Suite #110
Dallas, TX 75225-4403

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees

14,879

TX Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Timothy Mcdonald Work History

Timothy has 14 years of experience.

2010 - Present (9 years)

Charles Schwab Bank

2010 - Present (9 years)

Charles Schwab & Co., Inc

2004 - 2009 (5 years)

Capital Investment Counsel, Inc

Disclosures

Timothy 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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