Unclaimed Profile

Michael James Barranco

MCDONALD FINANCIAL SERVICES, LLC·MONTGOMERY, Alabama

SIE, Series 7, Series 65, Series 6620 years registeredMCDONALD FINANCIAL SERVICES, LLC

350 LEAVELL CIRCLE, MONTGOMERY, AL 36117CRD# 4825738Firm CRD# 282899

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael James Barranco · MONTGOMERY, AL

Registration

CRD #4825738 · MCDONALD FINANCIAL SERVICES, LLC · 20 years registered

Brand Profile

Not yet started

Career History

INVISTA ADVISORS

Oct 2018 – present

LPL FINANCIAL LLC

Apr 2007 – Dec 2015

MONTGOMERY, AL

RAYMOND JAMES FINANCIAL SERVICES

Jan 2006 – Apr 2007

MONTGOMERY, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · January 9, 2006

Years registered · 20

Disclosure History

2016Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MCDONALD FINANCIAL SERVICES, LLC

CRD 282899 · SEC 801-107431

AUM

$462M

Regulatory assets under management

Employees

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 Michael James Barranco offer?

Michael James Barranco specializes in Financial Planning, Investment Management. Contact their office in MONTGOMERY, Alabama for a consultation.

What are Michael James Barranco's credentials?

Michael James Barranco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael James Barranco located?

Michael James Barranco 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 Michael James Barranco charge for services?

Michael James Barranco'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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