AdvisorOS Directory
Claim Profile
KG

Karen Michelle Gantt

MCDONALD FINANCIAL SERVICES, LLC·MONTGOMERY, Alabama
Unclaimed Profile
350 LEAVELL CIRCLE, MONTGOMERY, AL 36117CRD# 4543725Firm CRD# 282899
01

About

Karen Michelle Gantt 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
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# 4543725
Firm CRD# 282899
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MONTGOMERY?

Browse all registered financial advisors in MONTGOMERY, Alabama or claim this profile if it's yours.

Browse MONTGOMERY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Karen Michelle Gantt offer?
Karen Michelle Gantt specializes in Financial Planning, Investment Management. Contact their office in MONTGOMERY, Alabama for a consultation.
What are Karen Michelle Gantt's credentials?
Karen Michelle Gantt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Michelle Gantt located?
Karen Michelle Gantt 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 Karen Michelle Gantt charge for services?
Karen Michelle Gantt'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MONTGOMERY
Ginger Baker Glenn — WELCH HORNSBY, INC.Edwin Landon Crane — JACKSON THORNTON ASSET MANAGEMENT, LLCTommy Ray West — JACKSON THORNTON ASSET MANAGEMENT, LLCLuther Jerrell Mitchell — JACKSON THORNTON ASSET MANAGEMENT, LLCJohn Steven Hornsby — WELCH HORNSBY, INC.
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)VESTAVIA HILLS (17)FAIRHOPE (13)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile