William McDonaldCRD Number: 6159098
Current Firm: Valic Financial Advisors, Inc.
William McDonald (CRD# 6159098) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Overland Park, KS and has over 4 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Valic Financial Advisors, Inc.||Overland Park, KS||Nov 2013 - Current||3|
|Edward Jones||St Louis, MO||Feb 2013 - Oct 2013||< 1|
|St Wenceslaus Church Of Iowa City Ia||Iowa City, IA||Jul 2012 - Jan 2013||< 1|
|Terry Lockridge & Dunn||Cedar Rapids, IA||Sep 2008 - May 2012||3|
|Rsm Mcgladrey||Burlington, IA||Sep 2005 - Jul 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV