Richard McDonaldCRD Number: 5391660
Current Firm: Moneta Group Investment Advisors, LLC
Richard McDonald (CRD# 5391660) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Clayton, MO and has over 10 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Moneta Group Investment Advisors||St. Louis, MO||Feb 2010 - Current||7|
|Buckingham Asset Management, LLC||Clayton, MO||Feb 2007 - Jan 2010||2|
|Buckingham Asset Management, Inc.||Clayton, MO||Feb 2006 - Feb 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2007|
Total Assets Under Management14,528MILLIONS
Total Number of Accounts21,949ACCOUNTS
Average Account Value$661,915
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI