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Carl Brandt Mcdonald

MCDONALD FINANCIAL SERVICES, LLC·MONTGOMERY, Alabama
Clean recordMCDONALD FINANCIAL SERVICES, LLC
350 LEAVELL CIRCLE, MONTGOMERY, AL 36117CRD# 1968938Firm CRD# 282899

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carl Brandt Mcdonald · MONTGOMERY, AL
Registration
CRD #1968938 · MCDONALD FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carl Brandt Mcdonald is a registered financial advisor based in MONTGOMERY, Alabama, affiliated with MCDONALD FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MCDONALD FINANCIAL SERVICES, LLC
INVISTA ADVISORS
AUM
$462M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at MCDONALD FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1968938
Firm CRD# 282899
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carl Brandt Mcdonald offer?
Carl Brandt Mcdonald specializes in Financial Planning, Investment Management. Contact their office in MONTGOMERY, Alabama for a consultation.
What are Carl Brandt Mcdonald's credentials?
Carl Brandt Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl Brandt Mcdonald located?
Carl Brandt Mcdonald is based in MONTGOMERY, Alabama, working with MCDONALD FINANCIAL SERVICES, LLC. Their office serves clients in the MONTGOMERY metropolitan area and surrounding communities.
How does Carl Brandt Mcdonald charge for services?
Carl Brandt Mcdonald's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCDONALD FINANCIAL SERVICES, LLC?
MCDONALD FINANCIAL SERVICES, LLC has approximately 8 employees and manages $462M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MCDONALD FINANCIAL SERVICES, LLC

Christopher Michael Hagen
MONTGOMERY, AL
Michael James Barranco
MONTGOMERY, AL
Karen Michelle Gantt
MONTGOMERY, AL

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Research
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