Unclaimed Profile

Christopher James Macdonald

WESTWOOD ADVISORS, L.L.C·OMAHA, Nebraska

Series 4, Series 7, Series 24, Series 53, Series 63Clean record8 years registeredWESTWOOD ADVISORS, L.L.C

1125 SOUTH 103RD STREET, OMAHA, NE 68124CRD# 1968164Firm CRD# 132162

Profile Verification

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

Identity

Christopher James Macdonald · OMAHA, NE

Registration

CRD #1968164 · WESTWOOD ADVISORS, L.L.C · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WESTWOOD ADVISORS, L.L.C

WESTWOOD WEALTH MANAGEMENT

Jan 2018 – Apr 2019

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 53

Series 63

Registration record

First registered · January 3, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESTWOOD ADVISORS, L.L.C

CRD 132162 · SEC 801-63410

AUM

$433M

Regulatory assets under management

Employees

383 client accounts

Services offered by WESTWOOD ADVISORS, L.L.C

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WESTWOOD ADVISORS, L.L.C →

Introduction

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Frequently Asked Questions

What services does Christopher James Macdonald offer?

Christopher James Macdonald specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Christopher James Macdonald's credentials?

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

Where is Christopher James Macdonald located?

Christopher James Macdonald is based in OMAHA, Nebraska, last registered with WESTWOOD ADVISORS, L.L.C.

How does Christopher James Macdonald charge for services?

Christopher James Macdonald's firm is compensated through percentage of aum, subscription fees, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WESTWOOD ADVISORS, L.L.C?

WESTWOOD ADVISORS, L.L.C has approximately 68 employees and manages $433M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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