Emily McDonald, financial advisor Portland OR
89 score

Emily McDonald

CRD Number: 6241167
Current Firm: Securities America Advisors, Inc.

Emily McDonald (CRD# 6241167) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Portland, OR and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors, Inc. West Linn, OR Jun 2015 - Current 2
Securities America Inc. West Linn, OR Jun 2015 - Current 2
Jhs Capital Advisors,llc Tampa, FL Aug 2013 - Jun 2015 1
Unemployed Renton, WA Jun 2013 - Aug 2013 < 1
Va Puget Sound Healthcare System Seattle, WA Dec 2008 - Jun 2013 4
Erie Va Medical Center Erie, PA Feb 2007 - Dec 2008 1
Louis Stokes Va Medical Center Cleveland, OH Mar 2005 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Emily R. McDonald
Phone Number: 402-399-9111
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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