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Karen Michelle Gantt

MCDONALD FINANCIAL SERVICES, LLC·MONTGOMERY, Alabama
SIE, Series 6, Series 7, Series 24, Series 26Clean recordMCDONALD FINANCIAL SERVICES, LLC
350 LEAVELL CIRCLE, MONTGOMERY, AL 36117CRD# 4543725Firm CRD# 282899

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen Michelle Gantt · MONTGOMERY, AL
Registration
CRD #4543725 · MCDONALD FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 26
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MCDONALD FINANCIAL SERVICES, LLC
CRD 282899 · SEC 801-107431
AUM
$462M
Regulatory assets under management
Employees
8
994 client accounts
Services offered by MCDONALD FINANCIAL SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MCDONALD FINANCIAL SERVICES, LLC →
Introduction

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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.
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Other Advisors at MCDONALD FINANCIAL SERVICES, LLC

Christopher Michael Hagen
MONTGOMERY, AL
Carl Brandt Mcdonald
MONTGOMERY, AL
Michael James Barranco
MONTGOMERY, AL

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Research
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