Rebecca MacdonaldCRD 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.
Skyoak Capital, Inc.
Money Managers, Inc.
Ameriprise Financial Services, LLC
|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|
Total Assets Under Management5MILLIONS
Total Number of Accounts34ACCOUNTS
Average Account Value$143,290
- 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
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