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Thomas Lee Mcdonald

RICHARDS, MERRILL & PETERSON, INC.·SPOKANE, Washington
Unclaimed Profile
612 WEST MAIN STREET, SPOKANE, WA 99201-0645CRD# 1195608Firm CRD# 713
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About

Thomas Lee Mcdonald is a registered financial advisor based in SPOKANE, Washington, affiliated with RICHARDS, MERRILL & PETERSON, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
RICHARDS, MERRILL & PETERSON, INC.
RICHARDS MERRILL WEALTH MANAGEMENT
AUM
$396M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at RICHARDS, MERRILL & PETERSON, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1195608
Firm CRD# 713
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Lee Mcdonald offer?
Thomas Lee Mcdonald specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPOKANE, Washington for a consultation.
What are Thomas Lee Mcdonald's credentials?
Thomas Lee Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Lee Mcdonald located?
Thomas Lee Mcdonald is based in SPOKANE, Washington, working with RICHARDS, MERRILL & PETERSON, INC.. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.
How does Thomas Lee Mcdonald charge for services?
Thomas Lee Mcdonald's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RICHARDS, MERRILL & PETERSON, INC.?
RICHARDS, MERRILL & PETERSON, INC. has approximately 8 employees and manages $396M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SPOKANE
Elizabeth Jean Gabriel — KEN ROBERTS INVESTMENT MANAGEMENT, INC.Kenneth Melvin Roberts — KEN ROBERTS INVESTMENT MANAGEMENT, INC.Jeffrey William Trudeau — KEN ROBERTS INVESTMENT MANAGEMENT, INC.Bryn Douglas Harman — PALOUSE CAPITAL MANAGEMENT, INC.David Kohl Martin — MB GENERATIONAL WEALTH, LLC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
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SEATTLE GuideBELLEVUE GuideVANCOUVER GuideTACOMA GuideBELLINGHAM Guide
Research
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