Thomas McDonald, financial advisor Anderson SC
96 score

Thomas McDonald

CRD Number: 1199575
Current Firm: United Capital Financial Advisers

Thomas McDonald (CRD# 1199575) is an Investment Advisor Representative working at United Capital Financial Advisers in Anderson, SC and has over 33 years of experience in the finance industry. Thomas McDonald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Gregory Wales, financial advisor Anderson SC
Gregory A. Wales
CRD# 4201577
The Strategic Financial Alliance
Score
103
Similar Advisors
Michael Cruce, financial advisor Anderson SC
Michael M. Cruce
CRD# 2431696
Erisa Plan Services Inc.
Score
101
Similar Advisors
Norman Strickland, financial advisor Anderson SC
Norman R. Strickland
CRD# 438423
The Strategic Financial Alliance
Score
101
Professional Designations
Company Name Location Dates Years
United Capital Financial Advisers, LLC Newport Beach, CA Jul 2015 - Current 1
Girard Securities Anderson, SC Jul 2015 - Current 1
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
Contact Info for Thomas K. McDonald
Phone Number: 949-999-8500
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    15,406
    MILLIONS
  • Total Number of Accounts
    48,598
    ACCOUNTS
  • Average Account Value
    $317,017
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.