Rita MansourCRD Number: 1968418
Current Firm: Mcdonald Partners LLC
Rita Mansour (CRD# 1968418) is an Investment Advisor Representative working at Mcdonald Partners LLC in Maumee, OH and has over 27 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Thomas Mcdonald Partners, LLC||Maumee, OH||Sep 2006 - Current||10|
|Mcdonald Investments Inc.||Toledo, OH||Oct 1997 - Sep 2006||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1989|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
Total Assets Under Management918MILLIONS
Total Number of Accounts1,941ACCOUNTS
Average Account Value$473,085
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV