Dane McDonaldCRD Number: 5500807
Current Firm: Wells Fargo Clearing Services, LLC
Dane McDonald (CRD# 5500807) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has over 9 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Wells Fargo Clearing Services, LLC||St. Louis, MO||Nov 2016 - Current||1|
|Wells Fargo Advisors, LLC||St. Louis, MO||Feb 2012 - Nov 2016||4|
|Kforce Inc.||Creve Coeur, MO||Aug 2011 - Feb 2012||< 1|
|National Planning Corporation||St. Albans, MO||Jan 2011 - Jun 2011||< 1|
|New York Life Insurance Company||Creve Coeur, MO||Jul 2009 - Jan 2011||1|
|Nylife Securities LLC||Creve Coeur, MO||Jul 2009 - Jan 2011||1|
|National City Bank||Creve Coeur, MO||Oct 2008 - Jun 2009||< 1|
|Natcity Investments, Inc.||Cleveland, OH||Oct 2008 - Jun 2009||< 1|
|Ameriprise Financial Services Inc.||Chesterfield, MO||Mar 2008 - Aug 2008||< 1|
|Gamestop||O'fallon, MO||Apr 2003 - May 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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
- 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, KS, KY, LA, 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, WY