Rebecca Macdonald (CRD# 4971970) is an Investment Advisor Representative working at Macdonald Wealth Associates LLC in Las Vegas, NV and has over 18 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Endowment Partners Foundation | Las Vegas, NV | Aug 2021 - Current | 3 |
| Macdonald Family Foundation | Las Vegas, NV | May 2021 - Current | 3 |
| Endowment Partners LLC | Las Vegas, NV | Nov 2019 - Current | 4 |
| Macdonald Wealth Associates LLC | Las Vegas, NV | Dec 2018 - Current | 5 |
| 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 |
- NV
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Total Assets Under Management5MILLIONS
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Total Number of Accounts34ACCOUNTS
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Average Account Value$161,699
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NV
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