Rebecca Macdonald, financial advisor Las Vegas NV

Rebecca Macdonald

CRD Number: 4971970
Current Firm: Macdonald Wealth Associates LLC

Rebecca Macdonald (CRD# 4971970) is an Investment Advisor Representative working at Macdonald Wealth Associates LLC in Las Vegas, NV and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Endowment Partners Foundation Las Vegas, NV Aug 2021 - Current 1
Macdonald Family Foundation Las Vegas, NV May 2021 - Current 2
Endowment Partners LLC Las Vegas, NV Nov 2019 - Current 3
Macdonald Wealth Associates LLC Las Vegas, NV Dec 2018 - Current 4
Wells Fargo Bank Las Vegas, NV Jan 2017 - Dec 2018 1
Wells Fargo Clearing Services Las Vegas, NV Jan 2017 - Dec 2018 1
Bancwest Investment Services Inc. Las Vegas, NV Jan 2015 - Dec 2016 1
Bank Of The West Casper, WY Nov 2009 - Jan 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S66 NASAA Uniform Combined State Law Examination Sep 2015
Contact Info for Rebecca R. Macdonald
Phone Number: 702-278-0355
Registered State(s):
  • NV
Current Firm Details
Macdonald Wealth Associates LLC
Firm's CRD Number: 300318
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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