AdvisorOS Directory
Claim Profile
JM

Joseph Warren Mcdonald

MARKET CONCEPTS, LLC·CHARLOTTESVILLE, Virginia
Unclaimed Profile
300 HICKMAN RD, CHARLOTTESVILLE, VA 22911CRD# 5504551Firm CRD# 143838
01

About

Joseph Warren Mcdonald is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with MARKET CONCEPTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
MARKET CONCEPTS, LLC
MARKET CONCEPTS, LLC
AUM
$3M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MARKET CONCEPTS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 5504551
Firm CRD# 143838
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLOTTESVILLE?

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

Browse CHARLOTTESVILLE 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 Joseph Warren Mcdonald offer?
Joseph Warren Mcdonald specializes in Investment Management. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Joseph Warren Mcdonald's credentials?
Joseph Warren Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Warren Mcdonald located?
Joseph Warren Mcdonald is based in CHARLOTTESVILLE, Virginia, working with MARKET CONCEPTS, LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Joseph Warren Mcdonald charge for services?
Joseph Warren Mcdonald's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARKET CONCEPTS, LLC?
MARKET CONCEPTS, LLC has approximately 2 employees and manages $3M 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 CHARLOTTESVILLE
Brian Christopher Mcphee Bassett — CASTLE HILL ASSET MANAGEMENT LLCJaime Ward Vieser — CASTLE HILL ASSET MANAGEMENT LLCIan Paterson Brown — CASTLE HILL ASSET MANAGEMENT LLCTimothy Selig Mullen — SWIFT RUN CAPITAL MANAGEMENT, LLCJody Ann Banks — HUNTER LEWIS LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile