MCDONALD FINANCIAL SERVICES, LLC

INVISTA ADVISORS
MONTGOMERY, Alabama·4 registered advisors·CRD# 282899
SEC# 801-1074312(334) 387-0094
01

Firm Overview

AUM
$462M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MCDONALD FINANCIAL SERVICES, LLC

4 registered advisors
Carl Brandt Mcdonald
MONTGOMERY, Alabama
Christopher Michael Hagen
MONTGOMERY, Alabama
Karen Michelle Gantt
MONTGOMERY, Alabama
Michael James Barranco
MONTGOMERY, Alabama
05

Office Locations

MONTGOMERY, Alabama
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. MCDONALD FINANCIAL SERVICES, LLC (CRD# 282899) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.