Thomas McDonald (CRD# 1199575) is an Investment Advisor Representative working at United Capital Financial Advisors in Anderson, SC and has over 40 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6714168
Edward Jones
CRD# 4456936
Apex Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lion Street Financial | Anderson, SC | Feb 2024 - Current | < 1 |
| United Capital Financial Advisers, LLC | Newport Beach, CA | Jul 2015 - Current | 8 |
| Cetera Advisor Networks LLC | El Segundo, CA | Nov 2017 - Aug 2020 | 2 |
| Girard Securities | Anderson, SC | Jul 2015 - Nov 2017 | 2 |
| Ic Advisory Services, Inc. | Bridgewater, NJ | Jun 2006 - Jul 2015 | 9 |
| The Investment Center, Inc. | Anderson, SC | Feb 1991 - Jul 2015 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1983 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1998 |
- GA
- SC
-
Total Assets Under Management17,693MILLIONS
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Total Number of Accounts49,991ACCOUNTS
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Average Account Value$353,931
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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