Kathryn McDonald (CRD# 6931512) is an Investment Advisor Representative working at Brighton Jones LLC in Portland, OR and has over 3 years of experience in the finance industry.
CRD# 2113992
Mariner Wealth
CRD# 3141860
Range Financial Group, LLC
CRD# 6849056
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brighton Jones | Portland, OR | Aug 2021 - Current | 2 |
| Royal Alliance | Portland, OR | Mar 2018 - Aug 2021 | 3 |
| Big B Farms | Aurora, OR | Apr 2015 - Nov 2018 | 3 |
| Mark Hastings Foot Specialist | Lake Oswego, OR | Jul 2012 - May 2017 | 4 |
| Mascola's Hair Salon | Lake Oswego, OR | Oct 2014 - Jul 2015 | < 1 |
| Parsons Farms | Canby, OR | Aug 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- OR
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Total Assets Under Management12,488MILLIONS
-
Total Number of Accounts2,978ACCOUNTS
-
Average Account Value$4,193,535
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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